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 | $47,906 | $83,477-42.6% | $125,175-61.7% | $72,985-34.4% |
| Participation rate | 46.7% | 73.3%-26.6pp | 79.8%-33.1pp | 69.5%-22.8pp |
| Annual return | 18.95% | 25.78%-6.8pp | 43.79%-24.8pp | 81.00%-62.1pp |
| Employer contribution / active EE | $739 | $2,345-68.5% | $3,865-80.9% | $2,440-69.7% |
| Participant deferral / active EE | $1,654 | $3,585-53.9% | $4,937-66.5% | $3,607-54.1% |
| Admin fee / account holder | $8,930 | $5,517+61.8% | $9,702-8.0% | $5,124+74.3% |