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 | $58,513 | $64,480-9.3% | $81,382-28.1% | $80,856-27.6% |
| Participation rate | 57.3% | 63.9%-6.6pp | 69.5%-12.2pp | 67.6%-10.3pp |
| Annual return | 14.77% | 16.34%-1.6pp | 24.73%-10.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,057 | $1,978-46.6% | $2,463-57.1% | $2,755-61.6% |
| Participant deferral / active EE | $2,290 | $3,094-26.0% | $3,883-41.0% | $4,296-46.7% |
| Admin fee / account holder | $3,315 | $5,671-41.5% | $5,768-42.5% | $6,918-52.1% |