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 | $88,108 | $74,927+17.6% | $101,794-13.4% | $84,808+3.9% |
| Participation rate | 68.4% | 61.4%+7.0pp | 69.2%-0.8pp | 68.3%+0.1pp |
| Annual return | 16.18% | 18.70%-2.5pp | 30.53%-14.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $651 | $1,522-57.2% | $2,289-71.5% | $2,631-75.2% |
| Participant deferral / active EE | $4,660 | $3,099+50.4% | $4,084+14.1% | $4,212+10.7% |
| Admin fee / account holder | $849 | $6,514-87.0% | $8,777-90.3% | $7,344-88.4% |