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 | $53,277 | $74,927-28.9% | $101,794-47.7% | $84,808-37.2% |
| Participation rate | 68.8% | 61.4%+7.3pp | 69.2%-0.4pp | 68.3%+0.4pp |
| Annual return | 16.91% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,796 | $1,522+18.0% | $2,289-21.5% | $2,631-31.7% |
| Participant deferral / active EE | $3,262 | $3,099+5.3% | $4,084-20.1% | $4,212-22.5% |
| Admin fee / account holder | $17,302 | $6,514+165.6% | $8,777+97.1% | $7,344+135.6% |