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 | $62,647 | $65,365-4.2% | $92,893-32.6% | $72,985-14.2% |
| Participation rate | 65.1% | 68.3%-3.2pp | 76.0%-10.9pp | 69.5%-4.4pp |
| Annual return | 24.10% | 42.10%-18.0pp | 109.41%-85.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $3,152 | $2,594+21.5% | $3,653-13.7% | $2,440+29.2% |
| Participant deferral / active EE | $5,024 | $3,128+60.6% | $4,236+18.6% | $3,607+39.3% |
| Admin fee / account holder | $2,396 | $4,251-43.6% | $5,794-58.6% | $5,124-53.2% |