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 | $55,744 | $60,022-7.1% | $88,946-37.3% | $84,808-34.3% |
| Participation rate | 46.4% | 57.8%-11.4pp | 68.8%-22.4pp | 68.3%-21.9pp |
| Annual return | 18.08% | 22.43%-4.4pp | 57.82%-39.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,792 | $1,703+5.2% | $2,555-29.9% | $2,631-31.9% |
| Participant deferral / active EE | $3,557 | $3,114+14.2% | $4,581-22.4% | $4,212-15.5% |
| Admin fee / account holder | $2,929 | $4,811-39.1% | $8,261-64.5% | $7,344-60.1% |