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 | $58,775 | $60,892-3.5% | $82,389-28.7% | $84,808-30.7% |
| Participation rate | 64.0% | 63.3%+0.7pp | 69.5%-5.5pp | 68.3%-4.3pp |
| Annual return | 14.89% | 37.29%-22.4pp | 28.67%-13.8pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,424 | $1,779+36.2% | $2,517-3.7% | $2,631-7.9% |
| Participant deferral / active EE | $5,825 | $3,179+83.3% | $4,155+40.2% | $4,212+38.3% |
| Admin fee / account holder | $1,208 | $5,467-77.9% | $7,231-83.3% | $7,344-83.5% |