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 | $81,156 | $64,480+25.9% | $81,382-0.3% | $80,856+0.4% |
| Participation rate | 43.8% | 63.9%-20.1pp | 69.5%-25.7pp | 67.6%-23.9pp |
| Annual return | 10.96% | 16.34%-5.4pp | 24.73%-13.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $921 | $1,978-53.4% | $2,463-62.6% | $2,755-66.6% |
| Participant deferral / active EE | $1,406 | $3,094-54.6% | $3,883-63.8% | $4,296-67.3% |
| Admin fee / account holder | $1,861 | $5,671-67.2% | $5,768-67.7% | $6,918-73.1% |