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 9-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 | $58,335 | $74,927-22.1% | $101,794-42.7% | $84,808-31.2% |
| Participation rate | 55.0% | 61.4%-6.4pp | 69.2%-14.2pp | 68.3%-13.3pp |
| Annual return | 15.00% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,000 | $1,522-34.3% | $2,289-56.3% | $2,631-62.0% |
| Participant deferral / active EE | $3,778 | $3,099+21.9% | $4,084-7.5% | $4,212-10.3% |
| Admin fee / account holder | $7,157 | $6,514+9.9% | $8,777-18.5% | $7,344-2.5% |