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 | $61,532 | $74,927-17.9% | $101,794-39.6% | $84,808-27.4% |
| Participation rate | 43.3% | 61.4%-18.1pp | 69.2%-25.9pp | 68.3%-25.0pp |
| Annual return | 14.68% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,856 | $1,522+22.0% | $2,289-18.9% | $2,631-29.5% |
| Participant deferral / active EE | $3,062 | $3,099-1.2% | $4,084-25.0% | $4,212-27.3% |
| Admin fee / account holder | $9,990 | $6,514+53.4% | $8,777+13.8% | $7,344+36.0% |