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 | $54,617 | $105,630-48.3% | $87,507-37.6% | $273,961-80.1% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 4.97% | 12.25%-7.3pp | 12.21%-7.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $716 | $3,141-77.2% | $2,550-71.9% | $4,869-85.3% |
| Participant deferral / active EE | $5,006 | $3,601+39.0% | $3,149+59.0% | $5,287-5.3% |
| Admin fee / account holder | $14,431 | $4,781+201.9% | $4,221+241.9% | $10,132+42.4% |