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 5-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 | $87,634 | $78,926+11.0% | $136,749-35.9% | $84,808+3.3% |
| Participation rate | 26.2% | 62.2%-36.0pp | 72.1%-45.9pp | 68.3%-42.1pp |
| Annual return | 19.88% | 18.17%+1.7pp | 24.33%-4.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $664 | $2,134-68.9% | $3,400-80.5% | $2,631-74.8% |
| Participant deferral / active EE | $1,671 | $3,168-47.3% | $4,692-64.4% | $4,212-60.3% |
| Admin fee / account holder | $2,518 | $6,369-60.5% | $11,386-77.9% | $7,344-65.7% |