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 | $48,644 | $66,098-26.4% | $101,794-52.2% | $74,304-34.5% |
| Participation rate | 57.2% | 53.8%+3.5pp | 69.2%-11.9pp | 60.3%-3.1pp |
| Annual return | 19.54% | 19.59%-0.1pp | 30.53%-11.0pp | 29.43%-9.9pp |
| Employer contribution / active EE | $1,990 | $1,082+84.0% | $2,289-13.1% | $2,241-11.2% |
| Participant deferral / active EE | $3,163 | $2,781+13.7% | $4,084-22.5% | $3,767-16.0% |
| Admin fee / account holder | $2,318 | $4,146-44.1% | $8,777-73.6% | $2,969-21.9% |