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 | $49,876 | $109,413-54.4% | $156,263-68.1% | $84,808-41.2% |
| Participation rate | 56.3% | 72.7%-16.4pp | 78.9%-22.7pp | 68.3%-12.1pp |
| Annual return | 22.10% | 20.18%+1.9pp | 59.47%-37.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $3,073 | $2,907+5.7% | $4,333-29.1% | $2,631+16.8% |
| Participant deferral / active EE | $6,148 | $4,590+34.0% | $6,158-0.2% | $4,212+46.0% |
| Admin fee / account holder | $369 | $9,357-96.1% | $14,255-97.4% | $7,344-95.0% |