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 | $46,789 | $74,927-37.6% | $101,794-54.0% | $84,808-44.8% |
| Participation rate | 65.5% | 61.4%+4.1pp | 69.2%-3.7pp | 68.3%-2.8pp |
| Annual return | 19.08% | 18.70%+0.4pp | 30.53%-11.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,352 | $1,522-11.2% | $2,289-40.9% | $2,631-48.6% |
| Participant deferral / active EE | $3,524 | $3,099+13.7% | $4,084-13.7% | $4,212-16.3% |
| Admin fee / account holder | $2,257 | $6,514-65.4% | $8,777-74.3% | $7,344-69.3% |