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 | $83,519 | $66,098+26.4% | $101,794-18.0% | $74,304+12.4% |
| Participation rate | 55.0% | 53.8%+1.2pp | 69.2%-14.2pp | 60.3%-5.4pp |
| Annual return | 14.97% | 19.59%-4.6pp | 30.53%-15.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $686 | $1,082-36.6% | $2,289-70.0% | $2,241-69.4% |
| Participant deferral / active EE | $4,634 | $2,781+66.6% | $4,084+13.5% | $3,767+23.0% |
| Admin fee / account holder | $20,293 | $4,146+389.5% | $8,777+131.2% | $2,969+583.5% |