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 | $87,747 | $66,098+32.8% | $101,794-13.8% | $74,304+18.1% |
| Participation rate | 49.1% | 53.8%-4.7pp | 69.2%-20.1pp | 60.3%-11.3pp |
| Annual return | 16.76% | 19.59%-2.8pp | 30.53%-13.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $913 | $1,082-15.5% | $2,289-60.1% | $2,241-59.2% |
| Participant deferral / active EE | $2,575 | $2,781-7.4% | $4,084-37.0% | $3,767-31.7% |
| Admin fee / account holder | $2,780 | $4,146-32.9% | $8,777-68.3% | $2,969-6.3% |