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 | $59,513 | $68,719-13.4% | $91,541-35.0% | $84,808-29.8% |
| Participation rate | 52.9% | 64.5%-11.6pp | 69.8%-16.9pp | 68.3%-15.5pp |
| Annual return | 16.12% | 19.12%-3.0pp | 20.50%-4.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,759 | $1,920-8.4% | $2,505-29.8% | $2,631-33.1% |
| Participant deferral / active EE | $2,979 | $3,136-5.0% | $4,008-25.7% | $4,212-29.3% |
| Admin fee / account holder | $9,847 | $5,786+70.2% | $6,956+41.6% | $7,344+34.1% |