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 | $55,395 | $54,541+1.6% | $78,778-29.7% | $70,131-21.0% |
| Participation rate | 64.2% | 60.8%+3.4pp | 69.2%-5.0pp | 69.5%-5.4pp |
| Annual return | 19.43% | 21.07%-1.6pp | 35.62%-16.2pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,095 | $1,089+0.6% | $1,986-44.8% | $2,342-53.2% |
| Participant deferral / active EE | $2,582 | $2,210+16.8% | $2,958-12.7% | $3,332-22.5% |
| Admin fee / account holder | $4,166 | $3,709+12.3% | $5,134-18.9% | $4,645-10.3% |