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 | $60,969 | $60,892+0.1% | $82,389-26.0% | $84,808-28.1% |
| Participation rate | 69.2% | 63.3%+6.0pp | 69.5%-0.3pp | 68.3%+0.9pp |
| Annual return | 13.64% | 37.29%-23.7pp | 28.67%-15.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,485 | $1,779-16.6% | $2,517-41.0% | $2,631-43.6% |
| Participant deferral / active EE | $3,413 | $3,179+7.4% | $4,155-17.9% | $4,212-19.0% |
| Admin fee / account holder | $5,134 | $5,467-6.1% | $7,231-29.0% | $7,344-30.1% |