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 | $78,477 | $53,777+45.9% | $134,143-41.5% | $79,858-1.7% |
| Participation rate | 69.8% | 58.8%+11.0pp | 72.2%-2.4pp | 69.6%+0.2pp |
| Annual return | 12.62% | 19.01%-6.4pp | 36.33%-23.7pp | 31.71%-19.1pp |
| Employer contribution / active EE | $914 | $1,321-30.8% | $3,704-75.3% | $2,471-63.0% |
| Participant deferral / active EE | $2,932 | $2,420+21.1% | $3,499-16.2% | $3,740-21.6% |
| Admin fee / account holder | $2,555 | $3,984-35.9% | $6,684-61.8% | $5,306-51.8% |