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 | $53,382 | $72,492-26.4% | $87,100-38.7% | $72,985-26.9% |
| Participation rate | 62.0% | 72.8%-10.8pp | 76.9%-14.8pp | 69.5%-7.5pp |
| Annual return | 23.71% | 24.46%-0.7pp | 28.19%-4.5pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,771 | $1,894-6.5% | $2,521-29.8% | $2,440-27.4% |
| Participant deferral / active EE | $3,329 | $3,270+1.8% | $4,049-17.8% | $3,607-7.7% |
| Admin fee / account holder | $3,605 | $5,055-28.7% | $7,497-51.9% | $5,124-29.7% |