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 | $83,312 | $67,606+23.2% | $82,313+1.2% | $70,131+18.8% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 15.44% | 21.57%-6.1pp | 25.88%-10.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $858 | $1,755-51.1% | $2,428-64.7% | $2,342-63.4% |
| Participant deferral / active EE | $2,004 | $2,987-32.9% | $3,706-45.9% | $3,332-39.8% |
| Admin fee / account holder | $339 | $4,512-92.5% | $5,608-94.0% | $4,645-92.7% |