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 | $54,408 | $72,277-24.7% | $101,248-46.3% | $79,858-31.9% |
| Participation rate | 62.2% | 68.5%-6.2pp | 75.8%-13.6pp | 69.6%-7.4pp |
| Annual return | 16.30% | 22.30%-6.0pp | 46.47%-30.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,597 | $2,692-40.7% | $3,660-56.4% | $2,471-35.4% |
| Participant deferral / active EE | $4,587 | $3,282+39.8% | $4,370+5.0% | $3,740+22.6% |
| Admin fee / account holder | $2,439 | $4,400-44.6% | $5,945-59.0% | $5,306-54.0% |