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 | $82,192 | $86,929-5.5% | $102,423-19.8% | $80,856+1.7% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 16.74% | 18.88%-2.1pp | 29.32%-12.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,796 | $2,369-24.2% | $3,023-40.6% | $2,755-34.8% |
| Participant deferral / active EE | $5,375 | $4,118+30.5% | $5,053+6.4% | $4,296+25.1% |
| Admin fee / account holder | $1,446 | $8,049-82.0% | $9,451-84.7% | $6,918-79.1% |