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 | $23,720 | $54,541-56.5% | $78,778-69.9% | $70,131-66.2% |
| Participation rate | 61.4% | 60.8%+0.6pp | 69.2%-7.8pp | 69.5%-8.2pp |
| Annual return | 13.49% | 21.07%-7.6pp | 35.62%-22.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,145 | $1,089+5.2% | $1,986-42.3% | $2,342-51.1% |
| Participant deferral / active EE | $2,288 | $2,210+3.5% | $2,958-22.7% | $3,332-31.3% |
| Admin fee / account holder | $2,975 | $3,709-19.8% | $5,134-42.0% | $4,645-35.9% |