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 9-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 | $58,530 | $64,480-9.2% | $81,382-28.1% | $80,856-27.6% |
| Participation rate | 55.6% | 63.9%-8.3pp | 69.5%-13.9pp | 67.6%-12.1pp |
| Annual return | 11.75% | 16.34%-4.6pp | 24.73%-13.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,860 | $1,978-6.0% | $2,463-24.5% | $2,755-32.5% |
| Participant deferral / active EE | $3,317 | $3,094+7.2% | $3,883-14.6% | $4,296-22.8% |
| Admin fee / account holder | $3,964 | $5,671-30.1% | $5,768-31.3% | $6,918-42.7% |