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 | $94,597 | $95,803-1.3% | $113,168-16.4% | $84,808+11.5% |
| Participation rate | 59.8% | 72.9%-13.1pp | 76.6%-16.8pp | 68.3%-8.6pp |
| Annual return | 27.59% | 25.00%+2.6pp | 24.27%+3.3pp | 40.90%-13.3pp |
| Employer contribution / active EE | $2,307 | $2,360-2.2% | $2,975-22.5% | $2,631-12.3% |
| Participant deferral / active EE | $4,012 | $4,242-5.4% | $5,107-21.4% | $4,212-4.7% |
| Admin fee / account holder | $6,766 | $8,989-24.7% | $12,068-43.9% | $7,344-7.9% |