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 | $81,632 | $71,516+14.1% | $98,439-17.1% | $71,457+14.2% |
| Participation rate | 56.3% | 72.7%-16.4pp | 75.2%-18.8pp | 67.9%-11.6pp |
| Annual return | 14.97% | 32.41%-17.4pp | 21.16%-6.2pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,346 | $2,399-43.9% | $3,048-55.8% | $2,588-48.0% |
| Participant deferral / active EE | $3,027 | $4,109-26.3% | $4,738-36.1% | $4,289-29.4% |
| Admin fee / account holder | $429 | $1,675-74.4% | $8,948-95.2% | $1,587-73.0% |