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 | $95,876 | $56,897+68.5% | $84,750+13.1% | $62,891+52.4% |
| Participation rate | 68.0% | 68.5%-0.5pp | 76.6%-8.6pp | 69.3%-1.3pp |
| Annual return | 9.95% | 6.30%+3.6pp | 22.78%-12.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,132 | $2,709+15.6% | $3,712-15.6% | $3,203-2.2% |
| Admin fee / account holder | $1,431 | $3,581-60.0% | $5,332-73.2% | $4,296-66.7% |