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 | $54,549 | $64,480-15.4% | $81,382-33.0% | $80,856-32.5% |
| Participation rate | 67.1% | 63.9%+3.2pp | 69.5%-2.4pp | 67.6%-0.5pp |
| Annual return | 11.16% | 16.34%-5.2pp | 24.73%-13.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,675 | $1,978-15.4% | $2,463-32.0% | $2,755-39.2% |
| Participant deferral / active EE | $3,274 | $3,094+5.8% | $3,883-15.7% | $4,296-23.8% |
| Admin fee / account holder | $2,180 | $5,671-61.6% | $5,768-62.2% | $6,918-68.5% |