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 5-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 | $47,341 | $95,803-50.6% | $113,168-58.2% | $84,808-44.2% |
| Participation rate | 48.2% | 72.9%-24.7pp | 76.6%-28.4pp | 68.3%-20.1pp |
| Annual return | 15.34% | 25.00%-9.7pp | 24.27%-8.9pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,600 | $2,360+10.2% | $2,975-12.6% | $2,631-1.2% |
| Participant deferral / active EE | $4,440 | $4,242+4.7% | $5,107-13.1% | $4,212+5.4% |
| Admin fee / account holder | $8,900 | $8,989-1.0% | $12,068-26.2% | $7,344+21.2% |