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 | $92,193 | $105,630-12.7% | $87,507+5.4% | $273,961-66.3% |
| Participation rate | 62.5% | 78.2%-15.7pp | 73.8%-11.3pp | 83.0%-20.5pp |
| Annual return | 7.71% | 12.25%-4.5pp | 12.21%-4.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $375 | $3,141-88.1% | $2,550-85.3% | $4,869-92.3% |
| Participant deferral / active EE | $1,416 | $3,601-60.7% | $3,149-55.0% | $5,287-73.2% |
| Admin fee / account holder | $2,228 | $4,781-53.4% | $4,221-47.2% | $10,132-78.0% |