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 | $60,630 | $55,706+8.8% | $75,886-20.1% | $72,985-16.9% |
| Participation rate | 63.6% | 61.1%+2.5pp | 69.3%-5.6pp | 69.5%-5.8pp |
| Annual return | 23.85% | 27.59%-3.7pp | 30.76%-6.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,588 | $1,687+53.4% | $2,500+3.5% | $2,440+6.1% |
| Participant deferral / active EE | $4,666 | $2,634+77.2% | $3,603+29.5% | $3,607+29.4% |
| Admin fee / account holder | $1,738 | $3,978-56.3% | $5,418-67.9% | $5,124-66.1% |