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 | $46,388 | $49,915-7.1% | $154,803-70.0% | $74,304-37.6% |
| Participation rate | 51.3% | 54.0%-2.6pp | 78.1%-26.8pp | 60.3%-9.0pp |
| Annual return | 14.44% | 34.06%-19.6pp | 58.88%-44.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $733 | $1,611-54.5% | $4,305-83.0% | $2,241-67.3% |
| Participant deferral / active EE | $1,160 | $2,255-48.6% | $5,540-79.1% | $3,767-69.2% |
| Admin fee / account holder | $1,733 | $2,189-20.8% | $14,329-87.9% | $2,969-41.6% |