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 | $60,451 | $76,050-20.5% | $96,544-37.4% | $71,457-15.4% |
| Participation rate | 49.3% | 74.4%-25.1pp | 76.0%-26.7pp | 67.9%-18.6pp |
| Annual return | 17.61% | 22.81%-5.2pp | 25.84%-8.2pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,218 | $2,244-45.7% | $2,965-58.9% | $2,588-52.9% |
| Participant deferral / active EE | $2,861 | $4,215-32.1% | $4,851-41.0% | $4,289-33.3% |
| Admin fee / account holder | $1,706 | $2,707-37.0% | $8,252-79.3% | $1,587+7.5% |