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 | $56,878 | $99,341-42.7% | $84,750-32.9% | $273,961-79.2% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 12.26% | 22.93%-10.7pp | 22.78%-10.5pp | 41.45%-29.2pp |
| Employer contribution / active EE | $1,715 | $4,214-59.3% | $3,574-52.0% | $4,869-64.8% |
| Participant deferral / active EE | $2,450 | $4,269-42.6% | $3,712-34.0% | $5,287-53.7% |
| Admin fee / account holder | $448 | $6,644-93.3% | $5,332-91.6% | $10,132-95.6% |