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 | $80,699 | $56,897+41.8% | $84,750-4.8% | $62,891+28.3% |
| Participation rate | 22.2% | 68.5%-46.3pp | 76.6%-54.4pp | 69.3%-47.1pp |
| Annual return | 9.79% | 6.30%+3.5pp | 22.78%-13.0pp | 20.14%-10.4pp |
| Employer contribution / active EE | $615 | $2,400-74.4% | $3,574-82.8% | $2,281-73.0% |
| Participant deferral / active EE | $1,479 | $2,709-45.4% | $3,712-60.1% | $3,203-53.8% |
| Admin fee / account holder | $2,676 | $3,581-25.3% | $5,332-49.8% | $4,296-37.7% |