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 | $44,666 | $96,956-53.9% | $70,014-36.2% | $273,961-83.7% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.8%-21.8pp | 83.0%-33.0pp |
| Annual return | 8.57% | 12.93%-4.4pp | 12.99%-4.4pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,515 | $3,316-54.3% | $2,338-35.2% | $4,869-68.9% |
| Participant deferral / active EE | $2,916 | $3,744-22.1% | $2,931-0.5% | $5,287-44.8% |
| Admin fee / account holder | $3,713 | $7,934-53.2% | $4,380-15.2% | $10,132-63.4% |