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 | $57,277 | $88,370-35.2% | $112,977-49.3% | $79,858-28.3% |
| Participation rate | 51.1% | 76.8%-25.7pp | 82.6%-31.5pp | 69.6%-18.6pp |
| Annual return | 18.78% | 23.16%-4.4pp | 24.24%-5.5pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,509 | $3,398-55.6% | $4,255-64.5% | $2,471-38.9% |
| Participant deferral / active EE | $2,675 | $4,536-41.0% | $5,836-54.2% | $3,740-28.5% |
| Admin fee / account holder | $937 | $5,750-83.7% | $6,294-85.1% | $5,306-82.3% |