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 5-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 | $54,275 | $78,926-31.2% | $136,749-60.3% | $84,808-36.0% |
| Participation rate | 67.9% | 62.2%+5.7pp | 72.1%-4.2pp | 68.3%-0.4pp |
| Annual return | 14.07% | 18.17%-4.1pp | 24.33%-10.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,834 | $2,134+32.8% | $3,400-16.6% | $2,631+7.7% |
| Participant deferral / active EE | $4,683 | $3,168+47.8% | $4,692-0.2% | $4,212+11.2% |
| Admin fee / account holder | $1,353 | $6,369-78.8% | $11,386-88.1% | $7,344-81.6% |