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 | $51,644 | $91,552-43.6% | $133,956-61.4% | $79,858-35.3% |
| Participation rate | 53.1% | 73.3%-20.2pp | 79.8%-26.7pp | 69.6%-16.5pp |
| Annual return | 14.80% | 61.85%-47.0pp | 45.09%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,609 | $2,384-32.5% | $3,919-59.0% | $2,471-34.9% |
| Participant deferral / active EE | $2,847 | $3,733-23.8% | $5,048-43.6% | $3,740-23.9% |
| Admin fee / account holder | $2,976 | $6,321-52.9% | $8,927-66.7% | $5,306-43.9% |