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 | $55,624 | $58,512-4.9% | $84,015-33.8% | $72,985-23.8% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.0%-29.0pp | 69.5%-29.5pp |
| Annual return | 17.87% | 28.93%-11.1pp | 71.31%-53.4pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,470 | $1,163+26.4% | $1,983-25.9% | $2,440-39.7% |
| Participant deferral / active EE | $2,615 | $2,394+9.2% | $3,239-19.3% | $3,607-27.5% |
| Admin fee / account holder | $757 | $4,569-83.4% | $6,101-87.6% | $5,124-85.2% |