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 | $51,803 | $83,477-37.9% | $125,175-58.6% | $72,985-29.0% |
| Participation rate | 57.0% | 73.3%-16.3pp | 79.8%-22.8pp | 69.5%-12.5pp |
| Annual return | 23.59% | 25.78%-2.2pp | 43.79%-20.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,419 | $2,345+3.1% | $3,865-37.4% | $2,440-0.9% |
| Participant deferral / active EE | $4,252 | $3,585+18.6% | $4,937-13.9% | $3,607+17.9% |
| Admin fee / account holder | $4,572 | $5,517-17.1% | $9,702-52.9% | $5,124-10.8% |