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 | $48,815 | $60,892-19.8% | $82,389-40.7% | $84,808-42.4% |
| Participation rate | 55.8% | 63.3%-7.5pp | 69.5%-13.7pp | 68.3%-12.5pp |
| Annual return | 26.74% | 37.29%-10.6pp | 28.67%-1.9pp | 40.90%-14.2pp |
| Employer contribution / active EE | $1,992 | $1,779+11.9% | $2,517-20.9% | $2,631-24.3% |
| Participant deferral / active EE | $3,840 | $3,179+20.8% | $4,155-7.6% | $4,212-8.8% |
| Admin fee / account holder | $2,336 | $5,467-57.3% | $7,231-67.7% | $7,344-68.2% |