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 | $44,756 | $72,492-38.3% | $87,100-48.6% | $72,985-38.7% |
| Participation rate | 66.1% | 72.8%-6.7pp | 76.9%-10.8pp | 69.5%-3.4pp |
| Annual return | 21.84% | 24.46%-2.6pp | 28.19%-6.4pp | 81.00%-59.2pp |
| Employer contribution / active EE | $917 | $1,894-51.6% | $2,521-63.6% | $2,440-62.4% |
| Participant deferral / active EE | $2,614 | $3,270-20.0% | $4,049-35.4% | $3,607-27.5% |
| Admin fee / account holder | $6,212 | $5,055+22.9% | $7,497-17.1% | $5,124+21.2% |