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 | $54,815 | $80,717-32.1% | $154,803-64.6% | $84,808-35.4% |
| Participation rate | 60.5% | 66.8%-6.3pp | 78.1%-17.5pp | 68.3%-7.8pp |
| Annual return | 14.79% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,619 | $2,761-41.4% | $4,305-62.4% | $2,631-38.5% |
| Participant deferral / active EE | $2,253 | $3,303-31.8% | $5,540-59.3% | $4,212-46.5% |
| Admin fee / account holder | $3,291 | $6,746-51.2% | $14,329-77.0% | $7,344-55.2% |