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 | $80,880 | $65,557+23.4% | $64,056+26.3% | $71,457+13.2% |
| Participation rate | 67.0% | 73.2%-6.2pp | 72.3%-5.3pp | 67.9%-0.9pp |
| Annual return | 14.82% | 18.94%-4.1pp | 33.69%-18.9pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,189 | $2,669-55.4% | $2,747-56.7% | $2,588-54.0% |
| Participant deferral / active EE | $3,336 | $3,626-8.0% | $3,880-14.0% | $4,289-22.2% |
| Admin fee / account holder | $4,919 | $616+698.6% | $3,068+60.3% | $1,587+209.9% |