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 | $51,580 | $87,870-41.3% | $113,168-54.4% | $74,304-30.6% |
| Participation rate | 60.2% | 70.7%-10.6pp | 76.6%-16.4pp | 60.3%-0.2pp |
| Annual return | 13.11% | 26.44%-13.3pp | 24.27%-11.2pp | 29.43%-16.3pp |
| Employer contribution / active EE | $693 | $2,277-69.6% | $2,975-76.7% | $2,241-69.1% |
| Participant deferral / active EE | $3,942 | $4,241-7.0% | $5,107-22.8% | $3,767+4.6% |
| Admin fee / account holder | $6,957 | $3,368+106.5% | $12,068-42.4% | $2,969+134.3% |