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 | $98,756 | $99,918-1.2% | $81,382+21.3% | $145,922-32.3% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.5%-5.2pp | 80.3%-16.0pp |
| Annual return | 16.94% | 34.32%-17.4pp | 24.73%-7.8pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,221 | $2,978-59.0% | $2,463-50.4% | $4,660-73.8% |
| Participant deferral / active EE | $1,183 | $4,605-74.3% | $3,883-69.5% | $6,688-82.3% |
| Admin fee / account holder | $2,551 | $8,212-68.9% | $5,768-55.8% | $13,397-81.0% |