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 | $66,529 | $49,915+33.3% | $154,803-57.0% | $74,304-10.5% |
| Participation rate | 59.6% | 54.0%+5.7pp | 78.1%-18.5pp | 60.3%-0.7pp |
| Annual return | 14.71% | 34.06%-19.3pp | 58.88%-44.2pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,508 | $1,611-6.4% | $4,305-65.0% | $2,241-32.7% |
| Participant deferral / active EE | $2,291 | $2,255+1.6% | $5,540-58.7% | $3,767-39.2% |
| Admin fee / account holder | $2,471 | $2,189+12.9% | $14,329-82.8% | $2,969-16.8% |