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 | $91,672 | $60,892+50.5% | $82,389+11.3% | $84,808+8.1% |
| Participation rate | 67.4% | 63.3%+4.2pp | 69.5%-2.1pp | 68.3%-0.9pp |
| Annual return | 17.09% | 37.29%-20.2pp | 28.67%-11.6pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,545 | $1,779-13.2% | $2,517-38.6% | $2,631-41.3% |
| Participant deferral / active EE | $3,968 | $3,179+24.8% | $4,155-4.5% | $4,212-5.8% |
| Admin fee / account holder | $1,581 | $5,467-71.1% | $7,231-78.1% | $7,344-78.5% |