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 | $87,332 | $83,477+4.6% | $125,175-30.2% | $72,985+19.7% |
| Participation rate | 64.6% | 73.3%-8.8pp | 79.8%-15.2pp | 69.5%-4.9pp |
| Annual return | 21.49% | 25.78%-4.3pp | 43.79%-22.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $715 | $2,345-69.5% | $3,865-81.5% | $2,440-70.7% |
| Participant deferral / active EE | $2,679 | $3,585-25.3% | $4,937-45.7% | $3,607-25.7% |
| Admin fee / account holder | $15,092 | $5,517+173.5% | $9,702+55.6% | $5,124+194.5% |