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 | $91,537 | $72,492+26.3% | $87,100+5.1% | $72,985+25.4% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.9%-14.4pp | 69.5%-7.0pp |
| Annual return | 19.81% | 24.46%-4.6pp | 28.19%-8.4pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,496 | $1,894-21.0% | $2,521-40.7% | $2,440-38.7% |
| Participant deferral / active EE | $2,867 | $3,270-12.3% | $4,049-29.2% | $3,607-20.5% |
| Admin fee / account holder | $2,511 | $5,055-50.3% | $7,497-66.5% | $5,124-51.0% |