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 | $52,139 | $66,098-21.1% | $101,794-48.8% | $74,304-29.8% |
| Participation rate | 58.8% | 53.8%+5.1pp | 69.2%-10.4pp | 60.3%-1.5pp |
| Annual return | 17.26% | 19.59%-2.3pp | 30.53%-13.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,683 | $1,082+55.6% | $2,289-26.5% | $2,241-24.9% |
| Participant deferral / active EE | $3,035 | $2,781+9.1% | $4,084-25.7% | $3,767-19.4% |
| Admin fee / account holder | $3,287 | $4,146-20.7% | $8,777-62.6% | $2,969+10.7% |