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 | $92,903 | $60,892+52.6% | $82,389+12.8% | $84,808+9.5% |
| Participation rate | 45.7% | 63.3%-17.6pp | 69.5%-23.8pp | 68.3%-22.6pp |
| Annual return | 15.70% | 37.29%-21.6pp | 28.67%-13.0pp | 40.90%-25.2pp |
| Employer contribution / active EE | $705 | $1,779-60.4% | $2,517-72.0% | $2,631-73.2% |
| Participant deferral / active EE | $2,244 | $3,179-29.4% | $4,155-46.0% | $4,212-46.7% |
| Admin fee / account holder | $6,100 | $5,467+11.6% | $7,231-15.6% | $7,344-16.9% |