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 | $61,515 | $45,035+36.6% | $62,995-2.3% | $70,131-12.3% |
| Participation rate | 66.7% | 69.5%-2.9pp | 74.8%-8.1pp | 69.5%-2.9pp |
| Annual return | 13.90% | 18.76%-4.9pp | 87.57%-73.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $3,172 | $2,051+54.6% | $2,759+15.0% | $2,342+35.4% |
| Participant deferral / active EE | $1,364 | $2,465-44.6% | $3,329-59.0% | $3,332-59.1% |
| Admin fee / account holder | $1,816 | $2,834-35.9% | $3,600-49.5% | $4,645-60.9% |