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 | $83,116 | $57,016+45.8% | $84,966-2.2% | $80,856+2.8% |
| Participation rate | 53.6% | 56.3%-2.7pp | 67.5%-13.9pp | 67.6%-14.0pp |
| Annual return | 12.02% | 21.66%-9.6pp | 66.38%-54.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,194 | $1,798-33.6% | $2,727-56.2% | $2,755-56.6% |
| Participant deferral / active EE | $3,485 | $3,110+12.1% | $4,519-22.9% | $4,296-18.9% |
| Admin fee / account holder | $2,157 | $4,980-56.7% | $6,149-64.9% | $6,918-68.8% |