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 | $80,350 | $65,561+22.6% | $91,541-12.2% | $74,304+8.1% |
| Participation rate | 27.9% | 56.6%-28.7pp | 69.8%-41.9pp | 60.3%-32.5pp |
| Annual return | 17.97% | 17.68%+0.3pp | 20.50%-2.5pp | 29.43%-11.5pp |
| Employer contribution / active EE | $427 | $1,717-75.1% | $2,505-83.0% | $2,241-81.0% |
| Participant deferral / active EE | $1,108 | $2,918-62.0% | $4,008-72.4% | $3,767-70.6% |
| Admin fee / account holder | $3,609 | $3,333+8.3% | $6,956-48.1% | $2,969+21.5% |