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 | $69,783 | $60,022+16.3% | $88,946-21.5% | $84,808-17.7% |
| Participation rate | 50.7% | 57.8%-7.2pp | 68.8%-18.2pp | 68.3%-17.6pp |
| Annual return | 19.71% | 22.43%-2.7pp | 57.82%-38.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,709 | $1,703+0.4% | $2,555-33.1% | $2,631-35.0% |
| Participant deferral / active EE | $2,819 | $3,114-9.5% | $4,581-38.5% | $4,212-33.1% |
| Admin fee / account holder | $2,837 | $4,811-41.0% | $8,261-65.7% | $7,344-61.4% |