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 | $81,490 | $57,016+42.9% | $84,966-4.1% | $80,856+0.8% |
| Participation rate | 69.4% | 56.3%+13.1pp | 67.5%+1.9pp | 67.6%+1.8pp |
| Annual return | 11.60% | 21.66%-10.1pp | 66.38%-54.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,027 | $1,798-42.9% | $2,727-62.3% | $2,755-62.7% |
| Participant deferral / active EE | $3,429 | $3,110+10.3% | $4,519-24.1% | $4,296-20.2% |
| Admin fee / account holder | $1,049 | $4,980-78.9% | $6,149-82.9% | $6,918-84.8% |