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 | $74,227 | $101,724-27.0% | $164,813-55.0% | $80,856-8.2% |
| Participation rate | 48.9% | 71.8%-22.9pp | 78.6%-29.7pp | 67.6%-18.7pp |
| Annual return | 12.30% | 16.72%-4.4pp | 69.93%-57.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,606 | $2,953-45.6% | $4,341-63.0% | $2,755-41.7% |
| Participant deferral / active EE | $2,879 | $4,477-35.7% | $6,031-52.3% | $4,296-33.0% |
| Admin fee / account holder | $5,224 | $8,227-36.5% | $12,690-58.8% | $6,918-24.5% |