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 | $97,016 | $133,922-27.6% | $116,228-16.5% | $142,382-31.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 11.12% | 147.76%-136.6pp | 90.06%-78.9pp | 217.08%-206.0pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,160 | $5,672-44.3% | $4,953-36.2% | $6,507-51.4% |
| Admin fee / account holder | $1,519 | $14,945-89.8% | $11,989-87.3% | $12,624-88.0% |