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 | $52,692 | $48,076+9.6% | $78,689-33.0% | $62,891-16.2% |
| Participation rate | 54.5% | 65.2%-10.7pp | 73.6%-19.0pp | 69.3%-14.8pp |
| Annual return | 10.28% | 31.35%-21.1pp | 62.18%-51.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $2,553 | $2,015+26.7% | $2,851-10.4% | $2,281+11.9% |
| Participant deferral / active EE | $4,659 | $2,588+80.0% | $3,517+32.5% | $3,203+45.5% |
| Admin fee / account holder | $1,964 | $3,207-38.8% | $4,510-56.5% | $4,296-54.3% |