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 | $56,205 | $76,050-26.1% | $96,544-41.8% | $71,457-21.3% |
| Participation rate | 44.3% | 74.4%-30.1pp | 76.0%-31.6pp | 67.9%-23.6pp |
| Annual return | 18.51% | 22.81%-4.3pp | 25.84%-7.3pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,075 | $2,244-52.1% | $2,965-63.7% | $2,588-58.5% |
| Participant deferral / active EE | $2,312 | $4,215-45.2% | $4,851-52.3% | $4,289-46.1% |
| Admin fee / account holder | $1,902 | $2,707-29.7% | $8,252-77.0% | $1,587+19.8% |