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 | $59,519 | $57,016+4.4% | $84,966-29.9% | $80,856-26.4% |
| Participation rate | 69.0% | 56.3%+12.7pp | 67.5%+1.5pp | 67.6%+1.4pp |
| Annual return | 14.75% | 21.66%-6.9pp | 66.38%-51.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,426 | $1,798-20.7% | $2,727-47.7% | $2,755-48.2% |
| Participant deferral / active EE | $2,646 | $3,110-14.9% | $4,519-41.4% | $4,296-38.4% |
| Admin fee / account holder | $20,553 | $4,980+312.7% | $6,149+234.3% | $6,918+197.1% |