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 8-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 | $97,386 | $80,673+20.7% | $101,326-3.9% | $84,808+14.8% |
| Participation rate | 69.1% | 77.8%-8.6pp | 81.5%-12.4pp | 68.3%+0.8pp |
| Annual return | 19.65% | 38.95%-19.3pp | 36.82%-17.2pp | 40.90%-21.3pp |
| Employer contribution / active EE | $954 | $2,698-64.6% | $3,665-74.0% | $2,631-63.7% |
| Participant deferral / active EE | $8,780 | $6,840+28.4% | $7,994+9.8% | $4,212+108.5% |
| Admin fee / account holder | $4,703 | $12,784-63.2% | $11,185-58.0% | $7,344-36.0% |