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 | $57,621 | $49,915+15.4% | $154,803-62.8% | $74,304-22.5% |
| Participation rate | 42.8% | 54.0%-11.2pp | 78.1%-35.3pp | 60.3%-17.6pp |
| Annual return | 21.12% | 34.06%-12.9pp | 58.88%-37.8pp | 29.43%-8.3pp |
| Employer contribution / active EE | $1,592 | $1,611-1.2% | $4,305-63.0% | $2,241-29.0% |
| Participant deferral / active EE | $2,666 | $2,255+18.3% | $5,540-51.9% | $3,767-29.2% |
| Admin fee / account holder | $4,286 | $2,189+95.8% | $14,329-70.1% | $2,969+44.4% |