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 | $86,376 | $68,719+25.7% | $91,541-5.6% | $84,808+1.8% |
| Participation rate | 52.0% | 64.5%-12.5pp | 69.8%-17.8pp | 68.3%-16.3pp |
| Annual return | 13.62% | 19.12%-5.5pp | 20.50%-6.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,366 | $1,920-28.9% | $2,505-45.5% | $2,631-48.1% |
| Participant deferral / active EE | $2,477 | $3,136-21.0% | $4,008-38.2% | $4,212-41.2% |
| Admin fee / account holder | $2,973 | $5,786-48.6% | $6,956-57.3% | $7,344-59.5% |