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 | $95,646 | $60,022+59.4% | $88,946+7.5% | $84,808+12.8% |
| Participation rate | 52.0% | 57.8%-5.8pp | 68.8%-16.8pp | 68.3%-16.3pp |
| Annual return | 18.55% | 22.43%-3.9pp | 57.82%-39.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,706 | $1,703+0.2% | $2,555-33.2% | $2,631-35.2% |
| Participant deferral / active EE | $3,135 | $3,114+0.7% | $4,581-31.6% | $4,212-25.6% |
| Admin fee / account holder | $517 | $4,811-89.3% | $8,261-93.7% | $7,344-93.0% |