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 | $99,344 | $101,069-1.7% | $81,478+21.9% | $147,584-32.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 16.81% | 32.40%-15.6pp | 38.78%-22.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $976 | $3,205-69.6% | $2,568-62.0% | $4,876-80.0% |
| Participant deferral / active EE | $2,761 | $4,242-34.9% | $3,537-21.9% | $5,439-49.2% |
| Admin fee / account holder | $7,687 | $5,812+32.3% | $4,561+68.5% | $10,885-29.4% |