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 | $82,745 | $95,803-13.6% | $113,168-26.9% | $84,808-2.4% |
| Participation rate | 69.0% | 72.9%-3.8pp | 76.6%-7.5pp | 68.3%+0.7pp |
| Annual return | 19.32% | 25.00%-5.7pp | 24.27%-4.9pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,983 | $2,360+26.4% | $2,975+0.3% | $2,631+13.4% |
| Participant deferral / active EE | $4,614 | $4,242+8.8% | $5,107-9.7% | $4,212+9.6% |
| Admin fee / account holder | $1,819 | $8,989-79.8% | $12,068-84.9% | $7,344-75.2% |