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 7-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 | $63,077 | $60,892+3.6% | $82,389-23.4% | $84,808-25.6% |
| Participation rate | 38.2% | 63.3%-25.1pp | 69.5%-31.4pp | 68.3%-30.1pp |
| Annual return | 15.79% | 37.29%-21.5pp | 28.67%-12.9pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,669 | $1,779-6.2% | $2,517-33.7% | $2,631-36.6% |
| Participant deferral / active EE | $3,926 | $3,179+23.5% | $4,155-5.5% | $4,212-6.8% |
| Admin fee / account holder | $5,486 | $5,467+0.3% | $7,231-24.1% | $7,344-25.3% |