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 | $53,092 | $81,460-34.8% | $103,333-48.6% | $80,856-34.3% |
| Participation rate | 65.2% | 66.8%-1.6pp | 74.5%-9.3pp | 67.6%-2.4pp |
| Annual return | 14.41% | 25.55%-11.1pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,720 | $3,105-44.6% | $3,868-55.5% | $2,755-37.6% |
| Participant deferral / active EE | $3,809 | $3,869-1.6% | $5,057-24.7% | $4,296-11.3% |
| Admin fee / account holder | $5,541 | $6,566-15.6% | $8,355-33.7% | $6,918-19.9% |