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 | $37,411 | $65,685-43.0% | $57,179-34.6% | $273,961-86.3% |
| Participation rate | 30.0% | 78.3%-48.3pp | 75.3%-45.3pp | 83.0%-53.0pp |
| Annual return | 6.63% | 21.99%-15.4pp | 14.59%-8.0pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,437 | $3,279-56.2% | $2,682-46.4% | $4,869-70.5% |
| Participant deferral / active EE | $5,618 | $3,782+48.6% | $3,096+81.5% | $5,287+6.3% |
| Admin fee / account holder | $5,197 | $4,835+7.5% | $3,139+65.6% | $10,132-48.7% |