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 | $90,869 | $74,927+21.3% | $101,794-10.7% | $84,808+7.1% |
| Participation rate | 58.1% | 61.4%-3.3pp | 69.2%-11.1pp | 68.3%-10.2pp |
| Annual return | 16.59% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $844 | $1,522-44.6% | $2,289-63.1% | $2,631-67.9% |
| Participant deferral / active EE | $2,968 | $3,099-4.2% | $4,084-27.3% | $4,212-29.5% |
| Admin fee / account holder | $29,977 | $6,514+360.2% | $8,777+241.5% | $7,344+308.2% |