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 | $31,248 | $53,777-41.9% | $134,143-76.7% | $79,858-60.9% |
| Participation rate | 52.9% | 58.8%-5.8pp | 72.2%-19.2pp | 69.6%-16.7pp |
| Annual return | 21.33% | 19.01%+2.3pp | 36.33%-15.0pp | 31.71%-10.4pp |
| Employer contribution / active EE | $1,278 | $1,321-3.3% | $3,704-65.5% | $2,471-48.3% |
| Participant deferral / active EE | $2,530 | $2,420+4.6% | $3,499-27.7% | $3,740-32.3% |
| Admin fee / account holder | $2,051 | $3,984-48.5% | $6,684-69.3% | $5,306-61.3% |