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 | $55,225 | $67,606-18.3% | $82,313-32.9% | $70,131-21.3% |
| Participation rate | 62.0% | 72.8%-10.8pp | 76.9%-14.9pp | 69.5%-7.6pp |
| Annual return | 12.14% | 21.57%-9.4pp | 25.88%-13.7pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,255 | $1,755-28.5% | $2,428-48.3% | $2,342-46.4% |
| Participant deferral / active EE | $1,505 | $2,987-49.6% | $3,706-59.4% | $3,332-54.8% |
| Admin fee / account holder | $2,916 | $4,512-35.4% | $5,608-48.0% | $4,645-37.2% |