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 | $59,083 | $53,777+9.9% | $134,143-56.0% | $79,858-26.0% |
| Participation rate | 63.4% | 58.8%+4.6pp | 72.2%-8.8pp | 69.6%-6.2pp |
| Annual return | 12.40% | 19.01%-6.6pp | 36.33%-23.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $744 | $1,321-43.7% | $3,704-79.9% | $2,471-69.9% |
| Participant deferral / active EE | $2,427 | $2,420+0.3% | $3,499-30.6% | $3,740-35.1% |
| Admin fee / account holder | $719 | $3,984-82.0% | $6,684-89.2% | $5,306-86.4% |