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 | $45,242 | $67,606-33.1% | $82,313-45.0% | $70,131-35.5% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.9%-8.9pp | 69.5%-1.5pp |
| Annual return | 18.70% | 21.57%-2.9pp | 25.88%-7.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,903 | $1,755+8.4% | $2,428-21.6% | $2,342-18.8% |
| Participant deferral / active EE | $3,292 | $2,987+10.2% | $3,706-11.2% | $3,332-1.2% |
| Admin fee / account holder | $3,070 | $4,512-32.0% | $5,608-45.3% | $4,645-33.9% |