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 | $55,998 | $57,065-1.9% | $75,670-26.0% | $70,131-20.2% |
| Participation rate | 58.0% | 68.1%-10.1pp | 72.3%-14.4pp | 69.5%-11.6pp |
| Annual return | 15.11% | 23.57%-8.5pp | 27.34%-12.2pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,488 | $1,817-18.1% | $2,352-36.7% | $2,342-36.5% |
| Participant deferral / active EE | $2,998 | $2,580+16.2% | $3,142-4.6% | $3,332-10.0% |
| Admin fee / account holder | $5,523 | $3,825+44.4% | $5,800-4.8% | $4,645+18.9% |