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 | $94,228 | $83,477+12.9% | $125,175-24.7% | $72,985+29.1% |
| Participation rate | 67.1% | 73.3%-6.2pp | 79.8%-12.7pp | 69.5%-2.4pp |
| Annual return | 21.67% | 25.78%-4.1pp | 43.79%-22.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,627 | $2,345-30.6% | $3,865-57.9% | $2,440-33.3% |
| Participant deferral / active EE | $3,059 | $3,585-14.7% | $4,937-38.0% | $3,607-15.2% |
| Admin fee / account holder | $2,732 | $5,517-50.5% | $9,702-71.8% | $5,124-46.7% |