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 | $51,801 | $78,705-34.2% | $117,854-56.0% | $70,131-26.1% |
| Participation rate | 67.9% | 73.2%-5.3pp | 79.7%-11.8pp | 69.5%-1.7pp |
| Annual return | 12.64% | 23.30%-10.7pp | 335.08%-322.4pp | 73.14%-60.5pp |
| Employer contribution / active EE | $2,395 | $2,223+7.7% | $3,786-36.7% | $2,342+2.3% |
| Participant deferral / active EE | $5,075 | $3,297+53.9% | $4,482+13.2% | $3,332+52.3% |
| Admin fee / account holder | $4,815 | $5,065-4.9% | $8,020-40.0% | $4,645+3.6% |