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 | $55,509 | $55,636-0.2% | $81,983-32.3% | $73,488-24.5% |
| Participation rate | 68.3% | 62.3%+6.0pp | 69.2%-0.9pp | 70.7%-2.4pp |
| Annual return | 15.69% | 19.07%-3.4pp | 41.31%-25.6pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,502 | $1,625+54.0% | $2,498+0.2% | $2,270+10.2% |
| Participant deferral / active EE | $3,590 | $2,762+30.0% | $3,722-3.5% | $3,740-4.0% |
| Admin fee / account holder | $718 | $493+45.7% | $5,664-87.3% | $513+39.9% |