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 | $98,488 | $99,341-0.9% | $84,750+16.2% | $273,961-64.1% |
| Participation rate | 69.2% | 80.7%-11.5pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 4.84% | 22.93%-18.1pp | 22.78%-17.9pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,941 | $4,214-53.9% | $3,574-45.7% | $4,869-60.1% |
| Participant deferral / active EE | $4,773 | $4,269+11.8% | $3,712+28.6% | $5,287-9.7% |
| Admin fee / account holder | $4,111 | $6,644-38.1% | $5,332-22.9% | $10,132-59.4% |