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 | $86,059 | $117,983-27.1% | $101,794-15.5% | $142,382-39.6% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.2%-0.4pp | 80.1%-11.4pp |
| Annual return | 12.07% | 36.92%-24.8pp | 30.53%-18.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $998 | $2,773-64.0% | $2,289-56.4% | $4,299-76.8% |
| Participant deferral / active EE | $1,212 | $4,714-74.3% | $4,084-70.3% | $6,507-81.4% |
| Admin fee / account holder | $1,804 | $10,433-82.7% | $8,777-79.4% | $12,624-85.7% |