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 | $77,797 | $74,927+3.8% | $101,794-23.6% | $84,808-8.3% |
| Participation rate | 65.4% | 61.4%+4.0pp | 69.2%-3.8pp | 68.3%-2.9pp |
| Annual return | 15.43% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $568 | $1,522-62.7% | $2,289-75.2% | $2,631-78.4% |
| Participant deferral / active EE | $5,480 | $3,099+76.8% | $4,084+34.2% | $4,212+30.1% |
| Admin fee / account holder | $2,618 | $6,514-59.8% | $8,777-70.2% | $7,344-64.3% |