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 | $69,483 | $60,349+15.1% | $74,183-6.3% | $62,891+10.5% |
| Participation rate | 65.6% | 72.7%-7.1pp | 76.6%-11.0pp | 69.3%-3.7pp |
| Annual return | 6.47% | 21.37%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,315 | $1,680-21.7% | $2,370-44.5% | $2,281-42.3% |
| Participant deferral / active EE | $1,791 | $2,856-37.3% | $3,550-49.5% | $3,203-44.1% |
| Admin fee / account holder | $1,861 | $4,261-56.3% | $5,586-66.7% | $4,296-56.7% |