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 | $48,164 | $74,927-35.7% | $101,794-52.7% | $84,808-43.2% |
| Participation rate | 62.3% | 61.4%+0.9pp | 69.2%-6.8pp | 68.3%-6.0pp |
| Annual return | 14.75% | 18.70%-3.9pp | 30.53%-15.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,060 | $1,522-30.3% | $2,289-53.7% | $2,631-59.7% |
| Participant deferral / active EE | $2,586 | $3,099-16.5% | $4,084-36.7% | $4,212-38.6% |
| Admin fee / account holder | $11,084 | $6,514+70.2% | $8,777+26.3% | $7,344+50.9% |