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 | $60,673 | $54,762+10.8% | $90,281-32.8% | $72,985-16.9% |
| Participation rate | 57.1% | 65.1%-8.0pp | 73.3%-16.1pp | 69.5%-12.3pp |
| Annual return | 22.18% | 30.63%-8.4pp | 78.10%-55.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $404 | $2,092-80.7% | $2,854-85.9% | $2,440-83.5% |
| Participant deferral / active EE | $2,088 | $2,887-27.7% | $3,885-46.3% | $3,607-42.1% |
| Admin fee / account holder | $4,119 | $3,972+3.7% | $5,351-23.0% | $5,124-19.6% |