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 9-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 | $110,600 | $117,983-6.3% | $101,794+8.7% | $142,382-22.3% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.2%-33.5pp | 80.1%-44.4pp |
| Annual return | 12.59% | 36.92%-24.3pp | 30.53%-17.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $551 | $2,773-80.1% | $2,289-75.9% | $4,299-87.2% |
| Participant deferral / active EE | $2,112 | $4,714-55.2% | $4,084-48.3% | $6,507-67.5% |
| Admin fee / account holder | $1,832 | $10,433-82.4% | $8,777-79.1% | $12,624-85.5% |