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 | $74,481 | $74,927-0.6% | $101,794-26.8% | $84,808-12.2% |
| Participation rate | 62.2% | 61.4%+0.8pp | 69.2%-7.0pp | 68.3%-6.1pp |
| Annual return | 15.97% | 18.70%-2.7pp | 30.53%-14.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,520 | $1,522-0.1% | $2,289-33.6% | $2,631-42.2% |
| Participant deferral / active EE | $5,533 | $3,099+78.5% | $4,084+35.5% | $4,212+31.4% |
| Admin fee / account holder | $2,391 | $6,514-63.3% | $8,777-72.8% | $7,344-67.4% |