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 9-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 | $55,027 | $60,022-8.3% | $88,946-38.1% | $84,808-35.1% |
| Participation rate | 63.6% | 57.8%+5.8pp | 68.8%-5.2pp | 68.3%-4.7pp |
| Annual return | 15.89% | 22.43%-6.5pp | 57.82%-41.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,827 | $1,703+7.3% | $2,555-28.5% | $2,631-30.6% |
| Participant deferral / active EE | $5,367 | $3,114+72.4% | $4,581+17.2% | $4,212+27.4% |
| Admin fee / account holder | $475 | $4,811-90.1% | $8,261-94.2% | $7,344-93.5% |