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 | $98,492 | $87,870+12.1% | $113,168-13.0% | $74,304+32.6% |
| Participation rate | 68.3% | 70.7%-2.5pp | 76.6%-8.3pp | 60.3%+7.9pp |
| Annual return | 17.48% | 26.44%-9.0pp | 24.27%-6.8pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,636 | $2,277-28.2% | $2,975-45.0% | $2,241-27.0% |
| Participant deferral / active EE | $3,776 | $4,241-11.0% | $5,107-26.1% | $3,767+0.2% |
| Admin fee / account holder | $2,991 | $3,368-11.2% | $12,068-75.2% | $2,969+0.7% |