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 6-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 | $58,538 | $74,927-21.9% | $101,794-42.5% | $84,808-31.0% |
| Participation rate | 64.1% | 61.4%+2.7pp | 69.2%-5.1pp | 68.3%-4.2pp |
| Annual return | 14.89% | 18.70%-3.8pp | 30.53%-15.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,922 | $1,522+26.3% | $2,289-16.0% | $2,631-27.0% |
| Participant deferral / active EE | $3,359 | $3,099+8.4% | $4,084-17.8% | $4,212-20.3% |
| Admin fee / account holder | $6,918 | $6,514+6.2% | $8,777-21.2% | $7,344-5.8% |