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 | $75,883 | $72,012+5.4% | $185,823-59.2% | $79,858-5.0% |
| Participation rate | 59.0% | 65.8%-6.8pp | 78.0%-19.1pp | 69.6%-10.7pp |
| Annual return | 19.50% | 23.12%-3.6pp | 35.95%-16.5pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,510 | $1,965+27.8% | $4,087-38.6% | $2,471+1.6% |
| Participant deferral / active EE | $5,312 | $3,779+40.6% | $5,632-5.7% | $3,740+42.0% |
| Admin fee / account holder | $2,690 | $4,513-40.4% | $9,500-71.7% | $5,306-49.3% |