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 5-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 | $61,691 | $60,892+1.3% | $82,389-25.1% | $84,808-27.3% |
| Participation rate | 52.8% | 63.3%-10.5pp | 69.5%-16.8pp | 68.3%-15.5pp |
| Annual return | 17.86% | 37.29%-19.4pp | 28.67%-10.8pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,537 | $1,779-13.6% | $2,517-38.9% | $2,631-41.6% |
| Participant deferral / active EE | $3,979 | $3,179+25.2% | $4,155-4.2% | $4,212-5.5% |
| Admin fee / account holder | $4,394 | $5,467-19.6% | $7,231-39.2% | $7,344-40.2% |