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 | $39,912 | $54,541-26.8% | $78,778-49.3% | $70,131-43.1% |
| Participation rate | 68.4% | 60.8%+7.6pp | 69.2%-0.8pp | 69.5%-1.2pp |
| Annual return | 19.34% | 21.07%-1.7pp | 35.62%-16.3pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,263 | $1,089+16.0% | $1,986-36.4% | $2,342-46.1% |
| Participant deferral / active EE | $2,165 | $2,210-2.0% | $2,958-26.8% | $3,332-35.0% |
| Admin fee / account holder | $3,706 | $3,709-0.1% | $5,134-27.8% | $4,645-20.2% |