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 | $75,316 | $70,428+6.9% | $96,562-22.0% | $85,850-12.3% |
| Participation rate | 57.1% | 61.8%-4.7pp | 69.8%-12.7pp | 69.3%-12.2pp |
| Annual return | 15.54% | 18.59%-3.1pp | 37.78%-22.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,581 | $1,413+11.9% | $2,356-32.9% | $2,565-38.4% |
| Participant deferral / active EE | $4,547 | $2,894+57.1% | $3,849+18.1% | $3,952+15.1% |
| Admin fee / account holder | $6,698 | $4,997+34.0% | $6,181+8.4% | $6,260+7.0% |