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 | $61,725 | $60,022+2.8% | $88,946-30.6% | $84,808-27.2% |
| Participation rate | 60.0% | 57.8%+2.2pp | 68.8%-8.8pp | 68.3%-8.3pp |
| Annual return | 13.73% | 22.43%-8.7pp | 57.82%-44.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,717 | $1,703+0.9% | $2,555-32.8% | $2,631-34.7% |
| Participant deferral / active EE | $4,649 | $3,114+49.3% | $4,581+1.5% | $4,212+10.4% |
| Admin fee / account holder | $6,026 | $4,811+25.2% | $8,261-27.1% | $7,344-17.9% |