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 | $59,546 | $59,097+0.8% | $82,389-27.7% | $74,304-19.9% |
| Participation rate | 52.6% | 52.8%-0.2pp | 69.5%-17.0pp | 60.3%-7.8pp |
| Annual return | 29.03% | 22.85%+6.2pp | 28.67%+0.4pp | 29.43%-0.4pp |
| Employer contribution / active EE | $1,323 | $1,601-17.4% | $2,517-47.4% | $2,241-41.0% |
| Participant deferral / active EE | $3,425 | $2,775+23.4% | $4,155-17.6% | $3,767-9.1% |
| Admin fee / account holder | $2,422 | $4,489-46.0% | $7,231-66.5% | $2,969-18.4% |