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 | $85,605 | $83,477+2.5% | $125,175-31.6% | $72,985+17.3% |
| Participation rate | 47.1% | 73.3%-26.3pp | 79.8%-32.7pp | 69.5%-22.4pp |
| Annual return | 22.77% | 25.78%-3.0pp | 43.79%-21.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $998 | $2,345-57.5% | $3,865-74.2% | $2,440-59.1% |
| Participant deferral / active EE | $3,450 | $3,585-3.8% | $4,937-30.1% | $3,607-4.4% |
| Admin fee / account holder | $7,814 | $5,517+41.6% | $9,702-19.5% | $5,124+52.5% |