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 | $52,288 | $45,073+16.0% | $69,455-24.7% | $72,985-28.4% |
| Participation rate | 62.2% | 68.5%-6.3pp | 74.6%-12.4pp | 69.5%-7.3pp |
| Annual return | 11.23% | 22.65%-11.4pp | 28.97%-17.7pp | 81.00%-69.8pp |
| Employer contribution / active EE | $3,545 | $2,054+72.6% | $2,779+27.6% | $2,440+45.3% |
| Participant deferral / active EE | $5,015 | $2,602+92.8% | $3,535+41.9% | $3,607+39.0% |
| Admin fee / account holder | $2,961 | $3,056-3.1% | $3,839-22.9% | $5,124-42.2% |