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 | $61,168 | $78,422-22.0% | $95,952-36.3% | $79,858-23.4% |
| Participation rate | 46.7% | 73.5%-26.8pp | 77.1%-30.4pp | 69.6%-23.0pp |
| Annual return | 15.73% | 19.37%-3.6pp | 91.61%-75.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,043 | $1,945+5.0% | $2,541-19.6% | $2,471-17.3% |
| Participant deferral / active EE | $3,663 | $3,440+6.5% | $4,167-12.1% | $3,740-2.1% |
| Admin fee / account holder | $7,682 | $5,622+36.6% | $6,795+13.0% | $5,306+44.8% |