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 | $100,607 | $107,452-6.4% | $91,541+9.9% | $142,382-29.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 9.93% | 22.06%-12.1pp | 20.50%-10.6pp | 217.08%-207.1pp |
| Employer contribution / active EE | $963 | $2,994-67.8% | $2,505-61.5% | $4,299-77.6% |
| Participant deferral / active EE | $2,348 | $4,754-50.6% | $4,008-41.4% | $6,507-63.9% |
| Admin fee / account holder | $16,316 | $8,834+84.7% | $6,956+134.6% | $12,624+29.3% |