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 | $78,040 | $59,097+32.1% | $82,389-5.3% | $74,304+5.0% |
| Participation rate | 57.7% | 52.8%+4.9pp | 69.5%-11.9pp | 60.3%-2.7pp |
| Annual return | 16.79% | 22.85%-6.1pp | 28.67%-11.9pp | 29.43%-12.6pp |
| Employer contribution / active EE | $324 | $1,601-79.7% | $2,517-87.1% | $2,241-85.5% |
| Participant deferral / active EE | $3,089 | $2,775+11.3% | $4,155-25.7% | $3,767-18.0% |
| Admin fee / account holder | $1,505 | $4,489-66.5% | $7,231-79.2% | $2,969-49.3% |