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 | $89,798 | $54,762+64.0% | $90,281-0.5% | $72,985+23.0% |
| Participation rate | 59.6% | 65.1%-5.5pp | 73.3%-13.6pp | 69.5%-9.8pp |
| Annual return | 22.75% | 30.63%-7.9pp | 78.10%-55.3pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,051 | $2,092-49.8% | $2,854-63.2% | $2,440-56.9% |
| Participant deferral / active EE | $3,387 | $2,887+17.3% | $3,885-12.8% | $3,607-6.1% |
| Admin fee / account holder | $2,997 | $3,972-24.5% | $5,351-44.0% | $5,124-41.5% |