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 | $85,219 | $66,098+28.9% | $101,794-16.3% | $74,304+14.7% |
| Participation rate | 50.5% | 53.8%-3.3pp | 69.2%-18.7pp | 60.3%-9.9pp |
| Annual return | 12.97% | 19.59%-6.6pp | 30.53%-17.6pp | 29.43%-16.5pp |
| Employer contribution / active EE | $579 | $1,082-46.5% | $2,289-74.7% | $2,241-74.2% |
| Participant deferral / active EE | $4,243 | $2,781+52.6% | $4,084+3.9% | $3,767+12.6% |
| Admin fee / account holder | $8,282 | $4,146+99.8% | $8,777-5.6% | $2,969+179.0% |