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 | $60,285 | $64,480-6.5% | $81,382-25.9% | $80,856-25.4% |
| Participation rate | 57.7% | 63.9%-6.2pp | 69.5%-11.8pp | 67.6%-9.9pp |
| Annual return | 11.59% | 16.34%-4.8pp | 24.73%-13.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,717 | $1,978-13.2% | $2,463-30.3% | $2,755-37.7% |
| Participant deferral / active EE | $2,849 | $3,094-7.9% | $3,883-26.6% | $4,296-33.7% |
| Admin fee / account holder | $3,562 | $5,671-37.2% | $5,768-38.3% | $6,918-48.5% |