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 | $86,433 | $74,927+15.4% | $101,794-15.1% | $84,808+1.9% |
| Participation rate | 57.9% | 61.4%-3.5pp | 69.2%-11.3pp | 68.3%-10.4pp |
| Annual return | 15.21% | 18.70%-3.5pp | 30.53%-15.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $979 | $1,522-35.6% | $2,289-57.2% | $2,631-62.8% |
| Participant deferral / active EE | $3,996 | $3,099+28.9% | $4,084-2.2% | $4,212-5.1% |
| Admin fee / account holder | $4,832 | $6,514-25.8% | $8,777-44.9% | $7,344-34.2% |