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 | $45,747 | $74,927-38.9% | $101,794-55.1% | $84,808-46.1% |
| Participation rate | 58.8% | 61.4%-2.6pp | 69.2%-10.4pp | 68.3%-9.5pp |
| Annual return | 17.59% | 18.70%-1.1pp | 30.53%-12.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,131 | $1,522+40.0% | $2,289-6.9% | $2,631-19.0% |
| Participant deferral / active EE | $3,078 | $3,099-0.7% | $4,084-24.6% | $4,212-26.9% |
| Admin fee / account holder | $9,460 | $6,514+45.2% | $8,777+7.8% | $7,344+28.8% |