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 | $38,061 | $72,277-47.3% | $101,248-62.4% | $79,858-52.3% |
| Participation rate | 44.8% | 68.5%-23.6pp | 75.8%-31.0pp | 69.6%-24.8pp |
| Annual return | 10.79% | 22.30%-11.5pp | 46.47%-35.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,452 | $2,692-46.0% | $3,660-60.3% | $2,471-41.2% |
| Participant deferral / active EE | $2,707 | $3,282-17.5% | $4,370-38.1% | $3,740-27.6% |
| Admin fee / account holder | $491 | $4,400-88.9% | $5,945-91.7% | $5,306-90.8% |