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 | $53,904 | $58,512-7.9% | $84,015-35.8% | $72,985-26.1% |
| Participation rate | 61.1% | 61.2%-0.1pp | 69.0%-7.9pp | 69.5%-8.4pp |
| Annual return | 18.59% | 28.93%-10.3pp | 71.31%-52.7pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,002 | $1,163-13.8% | $1,983-49.5% | $2,440-58.9% |
| Participant deferral / active EE | $3,788 | $2,394+58.3% | $3,239+17.0% | $3,607+5.0% |
| Admin fee / account holder | $4,635 | $4,569+1.4% | $6,101-24.0% | $5,124-9.6% |