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 | $88,903 | $73,933+20.2% | $96,683-8.0% | $75,163+18.3% |
| Participation rate | 60.8% | 66.4%-5.6pp | 74.3%-13.6pp | 67.2%-6.4pp |
| Annual return | 17.14% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,381 | $2,928-18.7% | $3,737-36.3% | $2,670-10.8% |
| Participant deferral / active EE | $4,863 | $3,659+32.9% | $4,878-0.3% | $4,125+17.9% |
| Admin fee / account holder | $1,645 | $5,216-68.5% | $6,730-75.6% | $5,651-70.9% |