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 | $56,928 | $73,933-23.0% | $96,683-41.1% | $75,163-24.3% |
| Participation rate | 68.6% | 66.4%+2.2pp | 74.3%-5.7pp | 67.2%+1.4pp |
| Annual return | 17.86% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,054 | $2,928-29.9% | $3,737-45.0% | $2,670-23.1% |
| Participant deferral / active EE | $2,839 | $3,659-22.4% | $4,878-41.8% | $4,125-31.2% |
| Admin fee / account holder | $2,359 | $5,216-54.8% | $6,730-64.9% | $5,651-58.3% |