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 | $102,217 | $102,317-0.1% | $146,958-30.4% | $80,856+26.4% |
| Participation rate | 62.8% | 75.8%-13.0pp | 82.2%-19.4pp | 67.6%-4.8pp |
| Annual return | 19.80% | 134.76%-115.0pp | 418.34%-398.5pp | 35.59%-15.8pp |
| Employer contribution / active EE | $978 | $3,713-73.7% | $4,933-80.2% | $2,755-64.5% |
| Participant deferral / active EE | $4,145 | $6,644-37.6% | $8,070-48.6% | $4,296-3.5% |
| Admin fee / account holder | $5,837 | $7,941-26.5% | $12,998-55.1% | $6,918-15.6% |