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 | $80,429 | $95,803-16.0% | $113,168-28.9% | $84,808-5.2% |
| Participation rate | 68.9% | 72.9%-3.9pp | 76.6%-7.6pp | 68.3%+0.6pp |
| Annual return | 17.40% | 25.00%-7.6pp | 24.27%-6.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,905 | $2,360-19.3% | $2,975-36.0% | $2,631-27.6% |
| Participant deferral / active EE | $2,948 | $4,242-30.5% | $5,107-42.3% | $4,212-30.0% |
| Admin fee / account holder | $6,070 | $8,989-32.5% | $12,068-49.7% | $7,344-17.3% |