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 | $95,480 | $78,926+21.0% | $136,749-30.2% | $84,808+12.6% |
| Participation rate | 69.1% | 62.2%+6.9pp | 72.1%-3.0pp | 68.3%+0.8pp |
| Annual return | 13.57% | 18.17%-4.6pp | 24.33%-10.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,267 | $2,134-40.6% | $3,400-62.7% | $2,631-51.8% |
| Participant deferral / active EE | $3,016 | $3,168-4.8% | $4,692-35.7% | $4,212-28.4% |
| Admin fee / account holder | $62,470 | $6,369+880.8% | $11,386+448.6% | $7,344+750.6% |