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 | $58,005 | $59,097-1.8% | $82,389-29.6% | $74,304-21.9% |
| Participation rate | 68.4% | 52.8%+15.6pp | 69.5%-1.2pp | 60.3%+8.0pp |
| Annual return | 14.86% | 22.85%-8.0pp | 28.67%-13.8pp | 29.43%-14.6pp |
| Employer contribution / active EE | $1,586 | $1,601-0.9% | $2,517-37.0% | $2,241-29.2% |
| Participant deferral / active EE | $3,720 | $2,775+34.0% | $4,155-10.5% | $3,767-1.3% |
| Admin fee / account holder | $3,283 | $4,489-26.9% | $7,231-54.6% | $2,969+10.6% |