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 | $89,399 | $74,927+19.3% | $101,794-12.2% | $84,808+5.4% |
| Participation rate | 56.4% | 61.4%-5.0pp | 69.2%-12.8pp | 68.3%-11.9pp |
| Annual return | 14.64% | 18.70%-4.1pp | 30.53%-15.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $990 | $1,522-35.0% | $2,289-56.8% | $2,631-62.4% |
| Participant deferral / active EE | $4,773 | $3,099+54.0% | $4,084+16.9% | $4,212+13.3% |
| Admin fee / account holder | $7,808 | $6,514+19.9% | $8,777-11.0% | $7,344+6.3% |