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 | $52,634 | $53,777-2.1% | $134,143-60.8% | $79,858-34.1% |
| Participation rate | 34.0% | 58.8%-24.8pp | 72.2%-38.2pp | 69.6%-35.6pp |
| Annual return | 17.64% | 19.01%-1.4pp | 36.33%-18.7pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,578 | $1,321+95.1% | $3,704-30.4% | $2,471+4.4% |
| Participant deferral / active EE | $2,612 | $2,420+7.9% | $3,499-25.3% | $3,740-30.2% |
| Admin fee / account holder | $15,381 | $3,984+286.1% | $6,684+130.1% | $5,306+189.9% |