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 | $49,624 | $59,101-16.0% | $77,163-35.7% | $75,163-34.0% |
| Participation rate | 68.2% | 63.9%+4.4pp | 69.6%-1.3pp | 67.2%+1.0pp |
| Annual return | 21.04% | 26.71%-5.7pp | 37.87%-16.8pp | 160.62%-139.6pp |
| Employer contribution / active EE | $810 | $1,995-59.4% | $2,535-68.0% | $2,670-69.7% |
| Participant deferral / active EE | $3,053 | $2,999+1.8% | $3,833-20.3% | $4,125-26.0% |
| Admin fee / account holder | $8,103 | $4,774+69.7% | $5,472+48.1% | $5,651+43.4% |