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 | $45,826 | $60,892-24.7% | $82,389-44.4% | $84,808-46.0% |
| Participation rate | 66.7% | 63.3%+3.4pp | 69.5%-2.9pp | 68.3%-1.6pp |
| Annual return | 14.29% | 37.29%-23.0pp | 28.67%-14.4pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,285 | $1,779+28.4% | $2,517-9.2% | $2,631-13.1% |
| Participant deferral / active EE | $3,575 | $3,179+12.5% | $4,155-14.0% | $4,212-15.1% |
| Admin fee / account holder | $4,558 | $5,467-16.6% | $7,231-37.0% | $7,344-37.9% |