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 | $55,887 | $47,448+17.8% | $94,993-41.2% | $62,292-10.3% |
| Participation rate | 67.0% | 66.5%+0.5pp | 73.9%-6.9pp | 69.5%-2.5pp |
| Annual return | 18.84% | 22.64%-3.8pp | 27.12%-8.3pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,687 | $1,300+29.8% | $2,603-35.2% | $2,042-17.4% |
| Participant deferral / active EE | $3,028 | $2,375+27.5% | $3,317-8.7% | $3,169-4.5% |
| Admin fee / account holder | $9,484 | $434+2083.7% | $4,960+91.2% | $479+1878.6% |