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 | $54,457 | $64,480-15.5% | $81,382-33.1% | $80,856-32.6% |
| Participation rate | 65.4% | 63.9%+1.5pp | 69.5%-4.1pp | 67.6%-2.3pp |
| Annual return | 10.79% | 16.34%-5.6pp | 24.73%-13.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,488 | $1,978-24.8% | $2,463-39.6% | $2,755-46.0% |
| Participant deferral / active EE | $3,666 | $3,094+18.5% | $3,883-5.6% | $4,296-14.7% |
| Admin fee / account holder | $5,290 | $5,671-6.7% | $5,768-8.3% | $6,918-23.5% |