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 | $47,087 | $84,556-44.3% | $116,228-59.5% | $74,304-36.6% |
| Participation rate | 56.5% | 66.0%-9.5pp | 74.6%-18.0pp | 60.3%-3.8pp |
| Annual return | 25.69% | 18.35%+7.3pp | 90.06%-64.4pp | 29.43%-3.7pp |
| Employer contribution / active EE | $1,532 | $2,168-29.3% | $2,994-48.8% | $2,241-31.6% |
| Participant deferral / active EE | $3,037 | $3,814-20.4% | $4,953-38.7% | $3,767-19.4% |
| Admin fee / account holder | $2,444 | $3,792-35.5% | $11,989-79.6% | $2,969-17.7% |