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 | $82,021 | $74,927+9.5% | $101,794-19.4% | $84,808-3.3% |
| Participation rate | 60.9% | 61.4%-0.5pp | 69.2%-8.3pp | 68.3%-7.4pp |
| Annual return | 17.19% | 18.70%-1.5pp | 30.53%-13.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $465 | $1,522-69.4% | $2,289-79.7% | $2,631-82.3% |
| Participant deferral / active EE | $5,312 | $3,099+71.4% | $4,084+30.1% | $4,212+26.1% |
| Admin fee / account holder | $6,871 | $6,514+5.5% | $8,777-21.7% | $7,344-6.4% |