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 | $90,915 | $74,927+21.3% | $101,794-10.7% | $84,808+7.2% |
| Participation rate | 54.9% | 61.4%-6.5pp | 69.2%-14.3pp | 68.3%-13.4pp |
| Annual return | 14.18% | 18.70%-4.5pp | 30.53%-16.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $483 | $1,522-68.3% | $2,289-78.9% | $2,631-81.7% |
| Participant deferral / active EE | $3,554 | $3,099+14.7% | $4,084-13.0% | $4,212-15.6% |
| Admin fee / account holder | $2,722 | $6,514-58.2% | $8,777-69.0% | $7,344-62.9% |