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 | $49,634 | $109,359-54.6% | $162,163-69.4% | $72,985-32.0% |
| Participation rate | 49.0% | 84.3%-35.2pp | 87.6%-38.5pp | 69.5%-20.5pp |
| Annual return | 22.11% | 25.46%-3.3pp | 115.59%-93.5pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,486 | $3,907-36.4% | $5,614-55.7% | $2,440+1.9% |
| Participant deferral / active EE | $3,980 | $5,481-27.4% | $7,298-45.5% | $3,607+10.3% |
| Admin fee / account holder | $6,974 | $7,972-12.5% | $10,843-35.7% | $5,124+36.1% |