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 | $63,421 | $95,803-33.8% | $113,168-44.0% | $84,808-25.2% |
| Participation rate | 57.9% | 72.9%-15.0pp | 76.6%-18.7pp | 68.3%-10.4pp |
| Annual return | 25.05% | 25.00%0pp | 24.27%+0.8pp | 40.90%-15.8pp |
| Employer contribution / active EE | $1,457 | $2,360-38.2% | $2,975-51.0% | $2,631-44.6% |
| Participant deferral / active EE | $2,740 | $4,242-35.4% | $5,107-46.4% | $4,212-34.9% |
| Admin fee / account holder | $12,996 | $8,989+44.6% | $12,068+7.7% | $7,344+77.0% |