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 | $43,860 | $76,552-42.7% | $123,892-64.6% | $62,891-30.3% |
| Participation rate | 58.1% | 73.0%-14.8pp | 81.4%-23.3pp | 69.3%-11.2pp |
| Annual return | 9.74% | 18.68%-8.9pp | 47.52%-37.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,795 | $2,883-37.7% | $4,617-61.1% | $2,281-21.3% |
| Participant deferral / active EE | $3,266 | $4,840-32.5% | $5,984-45.4% | $3,203+2.0% |
| Admin fee / account holder | $1,530 | $4,826-68.3% | $8,357-81.7% | $4,296-64.4% |