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 | $85,888 | $60,892+41.0% | $82,389+4.2% | $84,808+1.3% |
| Participation rate | 50.0% | 63.3%-13.3pp | 69.5%-19.5pp | 68.3%-18.3pp |
| Annual return | 14.12% | 37.29%-23.2pp | 28.67%-14.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,424 | $1,779-20.0% | $2,517-43.4% | $2,631-45.9% |
| Participant deferral / active EE | $3,645 | $3,179+14.7% | $4,155-12.3% | $4,212-13.5% |
| Admin fee / account holder | $2,341 | $5,467-57.2% | $7,231-67.6% | $7,344-68.1% |