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 | $115,584 | $117,983-2.0% | $101,794+13.5% | $142,382-18.8% |
| Participation rate | 56.3% | 74.2%-18.0pp | 69.2%-12.9pp | 80.1%-23.9pp |
| Annual return | 10.28% | 36.92%-26.6pp | 30.53%-20.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $912 | $2,773-67.1% | $2,289-60.1% | $4,299-78.8% |
| Participant deferral / active EE | $3,679 | $4,714-21.9% | $4,084-9.9% | $6,507-43.5% |
| Admin fee / account holder | $23,716 | $10,433+127.3% | $8,777+170.2% | $12,624+87.9% |