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 | $58,939 | $48,795+20.8% | $65,493-10.0% | $84,808-30.5% |
| Participation rate | 69.7% | 67.0%+2.7pp | 73.1%-3.4pp | 68.3%+1.4pp |
| Annual return | 14.62% | 20.20%-5.6pp | 982.45%-967.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,746 | $1,930-9.5% | $2,574-32.2% | $2,631-33.6% |
| Participant deferral / active EE | $3,756 | $2,928+28.3% | $3,961-5.2% | $4,212-10.8% |
| Admin fee / account holder | $1,330 | $3,877-65.7% | $5,028-73.6% | $7,344-81.9% |