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 | $88,455 | $86,929+1.8% | $102,423-13.6% | $80,856+9.4% |
| Participation rate | 62.7% | 72.4%-9.7pp | 76.5%-13.8pp | 67.6%-4.9pp |
| Annual return | 11.66% | 18.88%-7.2pp | 29.32%-17.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,985 | $2,369-16.2% | $3,023-34.3% | $2,755-27.9% |
| Participant deferral / active EE | $3,878 | $4,118-5.8% | $5,053-23.3% | $4,296-9.7% |
| Admin fee / account holder | $6,717 | $8,049-16.5% | $9,451-28.9% | $6,918-2.9% |