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 | $85,068 | $56,897+49.5% | $84,750+0.4% | $62,891+35.3% |
| Participation rate | 67.6% | 68.5%-0.9pp | 76.6%-8.9pp | 69.3%-1.7pp |
| Annual return | 6.17% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,212 | $2,709+18.6% | $3,712-13.4% | $3,203+0.3% |
| Admin fee / account holder | $502 | $3,581-86.0% | $5,332-90.6% | $4,296-88.3% |