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 | $64,703 | $67,606-4.3% | $82,313-21.4% | $70,131-7.7% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.9%-8.3pp | 69.5%-1.0pp |
| Annual return | 16.30% | 21.57%-5.3pp | 25.88%-9.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,504 | $1,755+42.7% | $2,428+3.1% | $2,342+6.9% |
| Participant deferral / active EE | $2,877 | $2,987-3.7% | $3,706-22.4% | $3,332-13.6% |
| Admin fee / account holder | $5,205 | $4,512+15.4% | $5,608-7.2% | $4,645+12.1% |