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 | $92,577 | $92,222+0.4% | $76,768+20.6% | $135,375-31.6% |
| Participation rate | 63.2% | 79.8%-16.6pp | 77.0%-13.8pp | 82.6%-19.5pp |
| Annual return | 6.42% | 5.46%+1.0pp | 2.43%+4.0pp | 519.73%-513.3pp |
| Employer contribution / active EE | $977 | $3,216-69.6% | $2,485-60.7% | $4,779-79.5% |
| Participant deferral / active EE | $2,198 | $4,509-51.3% | $3,852-42.9% | $5,609-60.8% |
| Admin fee / account holder | $6,356 | $10,748-40.9% | $6,675-4.8% | $10,827-41.3% |