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 | $93,531 | $86,929+7.6% | $102,423-8.7% | $80,856+15.7% |
| Participation rate | 46.8% | 72.4%-25.5pp | 76.5%-29.7pp | 67.6%-20.8pp |
| Annual return | 17.78% | 18.88%-1.1pp | 29.32%-11.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,899 | $2,369-19.9% | $3,023-37.2% | $2,755-31.1% |
| Participant deferral / active EE | $2,854 | $4,118-30.7% | $5,053-43.5% | $4,296-33.6% |
| Admin fee / account holder | $6,774 | $8,049-15.8% | $9,451-28.3% | $6,918-2.1% |