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 | $91,313 | $86,286+5.8% | $111,297-18.0% | $85,850+6.4% |
| Participation rate | 44.1% | 73.3%-29.2pp | 77.3%-33.2pp | 69.3%-25.2pp |
| Annual return | 11.83% | 19.99%-8.2pp | 54.65%-42.8pp | 318.53%-306.7pp |
| Employer contribution / active EE | $777 | $2,043-62.0% | $2,731-71.6% | $2,565-69.7% |
| Participant deferral / active EE | $2,309 | $3,641-36.6% | $4,487-48.6% | $3,952-41.6% |
| Admin fee / account holder | $7,020 | $8,188-14.3% | $7,964-11.8% | $6,260+12.2% |