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 5-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 | $71,453 | $51,175+39.6% | $70,515+1.3% | $75,163-4.9% |
| Participation rate | 63.6% | 60.9%+2.7pp | 68.3%-4.7pp | 67.2%-3.6pp |
| Annual return | 17.05% | 30.02%-13.0pp | 32.77%-15.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,358 | $1,826-25.6% | $2,973-54.3% | $2,670-49.1% |
| Participant deferral / active EE | $2,826 | $2,849-0.8% | $4,567-38.1% | $4,125-31.5% |
| Admin fee / account holder | $1,381 | $4,091-66.2% | $6,412-78.5% | $5,651-75.6% |