See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,974 | $99,079-6.2% | $77,999+19.2% | $273,961-66.1% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.5%-11.9pp | 83.0%-19.4pp |
| Annual return | 8.62% | 217.93%-209.3pp | 425.96%-417.3pp | 41.45%-32.8pp |
| Employer contribution / active EE | $773 | $3,308-76.6% | $2,470-68.7% | $4,869-84.1% |
| Participant deferral / active EE | $5,367 | $4,306+24.6% | $3,497+53.5% | $5,287+1.5% |
| Admin fee / account holder | $3,241 | $8,954-63.8% | $5,480-40.9% | $10,132-68.0% |