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 | $62,070 | $58,512+6.1% | $84,015-26.1% | $72,985-15.0% |
| Participation rate | 59.4% | 61.2%-1.9pp | 69.0%-9.6pp | 69.5%-10.1pp |
| Annual return | 21.20% | 28.93%-7.7pp | 71.31%-50.1pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,010 | $1,163+72.8% | $1,983+1.3% | $2,440-17.6% |
| Participant deferral / active EE | $2,971 | $2,394+24.1% | $3,239-8.3% | $3,607-17.6% |
| Admin fee / account holder | $7,606 | $4,569+66.5% | $6,101+24.7% | $5,124+48.4% |