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 | $98,785 | $98,240+0.6% | $82,313+20.0% | $147,584-33.1% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 13.73% | 30.85%-17.1pp | 25.88%-12.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $627 | $3,192-80.4% | $2,428-74.2% | $4,876-87.1% |
| Participant deferral / active EE | $1,848 | $4,383-57.9% | $3,706-50.1% | $5,439-66.0% |
| Admin fee / account holder | $5,093 | $8,563-40.5% | $5,608-9.2% | $10,885-53.2% |