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 | $55,888 | $58,512-4.5% | $84,015-33.5% | $72,985-23.4% |
| Participation rate | 64.3% | 61.2%+3.1pp | 69.0%-4.7pp | 69.5%-5.2pp |
| Annual return | 16.84% | 28.93%-12.1pp | 71.31%-54.5pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,078 | $1,163-7.3% | $1,983-45.6% | $2,440-55.8% |
| Participant deferral / active EE | $1,107 | $2,394-53.8% | $3,239-65.8% | $3,607-69.3% |
| Admin fee / account holder | $12,490 | $4,569+173.4% | $6,101+104.7% | $5,124+143.7% |