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 | $98,071 | $94,625+3.6% | $116,228-15.6% | $84,808+15.6% |
| Participation rate | 69.2% | 70.4%-1.2pp | 74.6%-5.3pp | 68.3%+0.9pp |
| Annual return | 13.98% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $980 | $2,347-58.2% | $2,994-67.3% | $2,631-62.7% |
| Participant deferral / active EE | $4,636 | $3,972+16.7% | $4,953-6.4% | $4,212+10.1% |
| Admin fee / account holder | $14,333 | $10,091+42.0% | $11,989+19.5% | $7,344+95.2% |