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 | $85,452 | $65,365+30.7% | $92,893-8.0% | $72,985+17.1% |
| Participation rate | 48.5% | 68.3%-19.8pp | 76.0%-27.5pp | 69.5%-21.0pp |
| Annual return | 20.63% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $665 | $2,594-74.4% | $3,653-81.8% | $2,440-72.7% |
| Participant deferral / active EE | $4,300 | $3,128+37.4% | $4,236+1.5% | $3,607+19.2% |
| Admin fee / account holder | $5,998 | $4,251+41.1% | $5,794+3.5% | $5,124+17.0% |