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 | $49,518 | $66,098-25.1% | $101,794-51.4% | $74,304-33.4% |
| Participation rate | 58.6% | 53.8%+4.8pp | 69.2%-10.6pp | 60.3%-1.8pp |
| Annual return | 15.04% | 19.59%-4.5pp | 30.53%-15.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $439 | $1,082-59.4% | $2,289-80.8% | $2,241-80.4% |
| Participant deferral / active EE | $2,759 | $2,781-0.8% | $4,084-32.4% | $3,767-26.8% |
| Admin fee / account holder | $4,064 | $4,146-2.0% | $8,777-53.7% | $2,969+36.9% |