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 | $47,451 | $71,050-33.2% | $93,606-49.3% | $80,856-41.3% |
| Participation rate | 64.9% | 60.4%+4.5pp | 68.7%-3.8pp | 67.6%-2.7pp |
| Annual return | 12.20% | 11.26%+0.9pp | 133.20%-121.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,122 | $1,564+35.7% | $2,420-12.3% | $2,755-23.0% |
| Participant deferral / active EE | $1,449 | $4,034-64.1% | $4,411-67.2% | $4,296-66.3% |
| Admin fee / account holder | $3,787 | $6,945-45.5% | $8,285-54.3% | $6,918-45.3% |