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 | $55,996 | $76,367-26.7% | $93,606-40.2% | $72,985-23.3% |
| Participation rate | 60.0% | 71.7%-11.7pp | 75.8%-15.8pp | 69.5%-9.5pp |
| Annual return | 20.84% | 25.82%-5.0pp | 32.76%-11.9pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,016 | $2,275-11.4% | $2,718-25.8% | $2,440-17.4% |
| Participant deferral / active EE | $4,354 | $3,538+23.1% | $4,069+7.0% | $3,607+20.7% |
| Admin fee / account holder | $5,137 | $6,838-24.9% | $7,888-34.9% | $5,124+0.3% |