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 | $71,106 | $54,541+30.4% | $78,778-9.7% | $70,131+1.4% |
| Participation rate | 62.1% | 60.8%+1.3pp | 69.2%-7.1pp | 69.5%-7.5pp |
| Annual return | 14.63% | 21.07%-6.4pp | 35.62%-21.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $590 | $1,089-45.8% | $1,986-70.3% | $2,342-74.8% |
| Participant deferral / active EE | $4,584 | $2,210+107.4% | $2,958+54.9% | $3,332+37.6% |
| Admin fee / account holder | $2,295 | $3,709-38.1% | $5,134-55.3% | $4,645-50.6% |