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 | $50,283 | $89,698-43.9% | $103,476-51.4% | $80,856-37.8% |
| Participation rate | 53.2% | 76.0%-22.8pp | 80.5%-27.3pp | 67.6%-14.4pp |
| Annual return | 12.94% | 22.78%-9.8pp | 23.90%-11.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,788 | $4,018-55.5% | $4,672-61.7% | $2,755-35.1% |
| Participant deferral / active EE | $3,562 | $5,456-34.7% | $6,623-46.2% | $4,296-17.1% |
| Admin fee / account holder | $4,695 | $6,768-30.6% | $9,413-50.1% | $6,918-32.1% |