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 | $46,601 | $109,413-57.4% | $156,263-70.2% | $84,808-45.1% |
| Participation rate | 63.3% | 72.7%-9.4pp | 78.9%-15.6pp | 68.3%-5.0pp |
| Annual return | 16.41% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,143 | $2,907-26.3% | $4,333-50.5% | $2,631-18.6% |
| Participant deferral / active EE | $4,767 | $4,590+3.9% | $6,158-22.6% | $4,212+13.2% |
| Admin fee / account holder | $1,253 | $9,357-86.6% | $14,255-91.2% | $7,344-82.9% |