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 | $54,206 | $66,098-18.0% | $101,794-46.7% | $74,304-27.0% |
| Participation rate | 60.2% | 53.8%+6.4pp | 69.2%-9.0pp | 60.3%-0.2pp |
| Annual return | 13.73% | 19.59%-5.9pp | 30.53%-16.8pp | 29.43%-15.7pp |
| Employer contribution / active EE | $831 | $1,082-23.2% | $2,289-63.7% | $2,241-62.9% |
| Participant deferral / active EE | $2,621 | $2,781-5.7% | $4,084-35.8% | $3,767-30.4% |
| Admin fee / account holder | $4,653 | $4,146+12.2% | $8,777-47.0% | $2,969+56.7% |