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 | $95,259 | $101,069-5.7% | $81,478+16.9% | $147,584-35.5% |
| Participation rate | 61.9% | 74.5%-12.5pp | 68.0%-6.1pp | 82.8%-20.9pp |
| Annual return | 13.51% | 32.40%-18.9pp | 38.78%-25.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $642 | $3,205-80.0% | $2,568-75.0% | $4,876-86.8% |
| Participant deferral / active EE | $2,566 | $4,242-39.5% | $3,537-27.4% | $5,439-52.8% |
| Admin fee / account holder | $1,532 | $5,812-73.6% | $4,561-66.4% | $10,885-85.9% |