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 | $60,409 | $109,413-44.8% | $156,263-61.3% | $84,808-28.8% |
| Participation rate | 54.1% | 72.7%-18.6pp | 78.9%-24.9pp | 68.3%-14.3pp |
| Annual return | 12.77% | 20.18%-7.4pp | 59.47%-46.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,607 | $2,907-44.7% | $4,333-62.9% | $2,631-38.9% |
| Participant deferral / active EE | $3,612 | $4,590-21.3% | $6,158-41.3% | $4,212-14.2% |
| Admin fee / account holder | $3,420 | $9,357-63.4% | $14,255-76.0% | $7,344-53.4% |