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 6-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 | $91,454 | $68,719+33.1% | $91,541-0.1% | $84,808+7.8% |
| Participation rate | 68.9% | 64.5%+4.3pp | 69.8%-0.9pp | 68.3%+0.5pp |
| Annual return | 15.30% | 19.12%-3.8pp | 20.50%-5.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $975 | $1,920-49.2% | $2,505-61.1% | $2,631-63.0% |
| Participant deferral / active EE | $2,694 | $3,136-14.1% | $4,008-32.8% | $4,212-36.0% |
| Admin fee / account holder | $3,364 | $5,786-41.9% | $6,956-51.6% | $7,344-54.2% |