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 | $85,100 | $74,927+13.6% | $101,794-16.4% | $84,808+0.3% |
| Participation rate | 65.1% | 61.4%+3.7pp | 69.2%-4.1pp | 68.3%-3.2pp |
| Annual return | 16.50% | 18.70%-2.2pp | 30.53%-14.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,448 | $1,522-4.8% | $2,289-36.7% | $2,631-45.0% |
| Participant deferral / active EE | $4,186 | $3,099+35.1% | $4,084+2.5% | $4,212-0.6% |
| Admin fee / account holder | $3,322 | $6,514-49.0% | $8,777-62.2% | $7,344-54.8% |