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 | $58,662 | $74,927-21.7% | $101,794-42.4% | $84,808-30.8% |
| Participation rate | 64.4% | 61.4%+3.0pp | 69.2%-4.7pp | 68.3%-3.9pp |
| Annual return | 16.19% | 18.70%-2.5pp | 30.53%-14.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,480 | $1,522-2.8% | $2,289-35.3% | $2,631-43.8% |
| Participant deferral / active EE | $5,865 | $3,099+89.3% | $4,084+43.6% | $4,212+39.3% |
| Admin fee / account holder | $5,906 | $6,514-9.3% | $8,777-32.7% | $7,344-19.6% |