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 | $53,077 | $60,022-11.6% | $88,946-40.3% | $84,808-37.4% |
| Participation rate | 53.0% | 57.8%-4.8pp | 68.8%-15.8pp | 68.3%-15.3pp |
| Annual return | 16.93% | 22.43%-5.5pp | 57.82%-40.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,568 | $1,703+50.8% | $2,555+0.5% | $2,631-2.4% |
| Participant deferral / active EE | $5,485 | $3,114+76.2% | $4,581+19.7% | $4,212+30.2% |
| Admin fee / account holder | $14,335 | $4,811+198.0% | $8,261+73.5% | $7,344+95.2% |