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 | $46,170 | $55,706-17.1% | $75,886-39.2% | $72,985-36.7% |
| Participation rate | 66.1% | 61.1%+5.0pp | 69.3%-3.2pp | 69.5%-3.4pp |
| Annual return | 20.41% | 27.59%-7.2pp | 30.76%-10.3pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,335 | $1,687-20.8% | $2,500-46.6% | $2,440-45.3% |
| Participant deferral / active EE | $2,504 | $2,634-4.9% | $3,603-30.5% | $3,607-30.6% |
| Admin fee / account holder | $2,636 | $3,978-33.7% | $5,418-51.3% | $5,124-48.6% |