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 5-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 | $31,149 | $74,927-58.4% | $101,794-69.4% | $84,808-63.3% |
| Participation rate | 65.3% | 61.4%+3.9pp | 69.2%-3.9pp | 68.3%-3.0pp |
| Annual return | 15.82% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,533 | $1,522+0.7% | $2,289-33.0% | $2,631-41.7% |
| Participant deferral / active EE | $4,702 | $3,099+51.7% | $4,084+15.1% | $4,212+11.7% |
| Admin fee / account holder | $6,002 | $6,514-7.9% | $8,777-31.6% | $7,344-18.3% |