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 | $89,882 | $74,927+20.0% | $101,794-11.7% | $84,808+6.0% |
| Participation rate | 34.9% | 61.4%-26.5pp | 69.2%-34.3pp | 68.3%-33.4pp |
| Annual return | 18.24% | 18.70%-0.5pp | 30.53%-12.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $521 | $1,522-65.8% | $2,289-77.2% | $2,631-80.2% |
| Participant deferral / active EE | $3,243 | $3,099+4.6% | $4,084-20.6% | $4,212-23.0% |
| Admin fee / account holder | $1,848 | $6,514-71.6% | $8,777-78.9% | $7,344-74.8% |