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 | $59,392 | $100,326-40.8% | $180,183-67.0% | $84,808-30.0% |
| Participation rate | 60.5% | 71.0%-10.5pp | 77.4%-17.0pp | 68.3%-7.8pp |
| Annual return | 15.67% | 17.86%-2.2pp | 27.86%-12.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,471 | $3,269-55.0% | $5,039-70.8% | $2,631-44.1% |
| Participant deferral / active EE | $3,629 | $5,066-28.4% | $6,822-46.8% | $4,212-13.8% |
| Admin fee / account holder | $2,317 | $9,674-76.0% | $19,975-88.4% | $7,344-68.4% |