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 | $47,297 | $74,927-36.9% | $101,794-53.5% | $84,808-44.2% |
| Participation rate | 64.5% | 61.4%+3.1pp | 69.2%-4.7pp | 68.3%-3.8pp |
| Annual return | 14.03% | 18.70%-4.7pp | 30.53%-16.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,316 | $1,522-13.5% | $2,289-42.5% | $2,631-50.0% |
| Participant deferral / active EE | $3,122 | $3,099+0.7% | $4,084-23.5% | $4,212-25.9% |
| Admin fee / account holder | $2,304 | $6,514-64.6% | $8,777-73.7% | $7,344-68.6% |