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 | $89,597 | $74,927+19.6% | $101,794-12.0% | $84,808+5.6% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.2%-2.5pp | 68.3%-1.6pp |
| Annual return | 17.04% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,159 | $1,522-23.9% | $2,289-49.4% | $2,631-56.0% |
| Participant deferral / active EE | $3,261 | $3,099+5.2% | $4,084-20.1% | $4,212-22.6% |
| Admin fee / account holder | $4,289 | $6,514-34.2% | $8,777-51.1% | $7,344-41.6% |