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 | $86,768 | $74,927+15.8% | $101,794-14.8% | $84,808+2.3% |
| Participation rate | 60.5% | 61.4%-0.9pp | 69.2%-8.7pp | 68.3%-7.8pp |
| Annual return | 13.37% | 18.70%-5.3pp | 30.53%-17.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,529 | $1,522+0.5% | $2,289-33.2% | $2,631-41.9% |
| Participant deferral / active EE | $1,948 | $3,099-37.1% | $4,084-52.3% | $4,212-53.7% |
| Admin fee / account holder | $7,240 | $6,514+11.2% | $8,777-17.5% | $7,344-1.4% |