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 | $83,379 | $60,892+36.9% | $82,389+1.2% | $84,808-1.7% |
| Participation rate | 58.1% | 63.3%-5.2pp | 69.5%-11.5pp | 68.3%-10.2pp |
| Annual return | 30.34% | 37.29%-7.0pp | 28.67%+1.7pp | 40.90%-10.6pp |
| Employer contribution / active EE | $1,861 | $1,779+4.6% | $2,517-26.1% | $2,631-29.3% |
| Participant deferral / active EE | $3,637 | $3,179+14.4% | $4,155-12.5% | $4,212-13.6% |
| Admin fee / account holder | $2,834 | $5,467-48.2% | $7,231-60.8% | $7,344-61.4% |