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 | $48,877 | $95,803-49.0% | $113,168-56.8% | $84,808-42.4% |
| Participation rate | 59.4% | 72.9%-13.5pp | 76.6%-17.2pp | 68.3%-8.9pp |
| Annual return | 31.65% | 25.00%+6.6pp | 24.27%+7.4pp | 40.90%-9.3pp |
| Employer contribution / active EE | $1,698 | $2,360-28.0% | $2,975-42.9% | $2,631-35.5% |
| Participant deferral / active EE | $2,593 | $4,242-38.9% | $5,107-49.2% | $4,212-38.4% |
| Admin fee / account holder | $6,470 | $8,989-28.0% | $12,068-46.4% | $7,344-11.9% |