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 | $44,292 | $63,355-30.1% | $91,989-51.9% | $72,985-39.3% |
| Participation rate | 69.4% | 72.5%-3.1pp | 78.6%-9.2pp | 69.5%0pp |
| Annual return | 25.40% | 35.35%-9.9pp | 69.02%-43.6pp | 81.00%-55.6pp |
| Employer contribution / active EE | $2,348 | $2,116+11.0% | $3,452-32.0% | $2,440-3.8% |
| Participant deferral / active EE | $6,133 | $4,883+25.6% | $5,923+3.5% | $3,607+70.0% |
| Admin fee / account holder | $8,374 | $4,668+79.4% | $7,743+8.1% | $5,124+63.4% |