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 | $97,306 | $106,515-8.6% | $96,683+0.6% | $139,434-30.2% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.0pp |
| Annual return | 14.27% | 38.43%-24.2pp | 35.69%-21.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $959 | $4,103-76.6% | $3,737-74.3% | $4,751-79.8% |
| Participant deferral / active EE | $1,947 | $5,454-64.3% | $4,878-60.1% | $6,710-71.0% |
| Admin fee / account holder | $724 | $7,877-90.8% | $6,730-89.2% | $11,403-93.7% |