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 | $75,441 | $68,719+9.8% | $91,541-17.6% | $84,808-11.0% |
| Participation rate | 44.8% | 64.5%-19.7pp | 69.8%-24.9pp | 68.3%-23.5pp |
| Annual return | 14.02% | 19.12%-5.1pp | 20.50%-6.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,631 | $1,920-15.0% | $2,505-34.9% | $2,631-38.0% |
| Participant deferral / active EE | $3,168 | $3,136+1.0% | $4,008-21.0% | $4,212-24.8% |
| Admin fee / account holder | $1,956 | $5,786-66.2% | $6,956-71.9% | $7,344-73.4% |