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 | $51,610 | $73,933-30.2% | $96,683-46.6% | $75,163-31.3% |
| Participation rate | 63.2% | 66.4%-3.3pp | 74.3%-11.2pp | 67.2%-4.0pp |
| Annual return | 17.50% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,830 | $2,928-3.3% | $3,737-24.3% | $2,670+6.0% |
| Participant deferral / active EE | $2,253 | $3,659-38.4% | $4,878-53.8% | $4,125-45.4% |
| Admin fee / account holder | $2,662 | $5,216-49.0% | $6,730-60.4% | $5,651-52.9% |