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 | $56,004 | $78,926-29.0% | $136,749-59.0% | $84,808-34.0% |
| Participation rate | 61.0% | 62.2%-1.2pp | 72.1%-11.1pp | 68.3%-7.3pp |
| Annual return | 14.48% | 18.17%-3.7pp | 24.33%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,407 | $2,134+12.8% | $3,400-29.2% | $2,631-8.5% |
| Participant deferral / active EE | $5,046 | $3,168+59.3% | $4,692+7.5% | $4,212+19.8% |
| Admin fee / account holder | $463 | $6,369-92.7% | $11,386-95.9% | $7,344-93.7% |