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 | $76,528 | $74,927+2.1% | $101,794-24.8% | $84,808-9.8% |
| Participation rate | 58.5% | 61.4%-2.9pp | 69.2%-10.6pp | 68.3%-9.8pp |
| Annual return | 15.04% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $992 | $1,522-34.8% | $2,289-56.7% | $2,631-62.3% |
| Participant deferral / active EE | $6,304 | $3,099+103.4% | $4,084+54.4% | $4,212+49.7% |
| Admin fee / account holder | $13,151 | $6,514+101.9% | $8,777+49.8% | $7,344+79.1% |