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 | $114,566 | $117,983-2.9% | $101,794+12.5% | $142,382-19.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 14.29% | 36.92%-22.6pp | 30.53%-16.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $698 | $2,773-74.8% | $2,289-69.5% | $4,299-83.8% |
| Participant deferral / active EE | $4,078 | $4,714-13.5% | $4,084-0.1% | $6,507-37.3% |
| Admin fee / account holder | $3,706 | $10,433-64.5% | $8,777-57.8% | $12,624-70.6% |