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 | $36,782 | $81,460-54.8% | $103,333-64.4% | $80,856-54.5% |
| Participation rate | 59.7% | 66.8%-7.2pp | 74.5%-14.8pp | 67.6%-8.0pp |
| Annual return | 11.67% | 25.55%-13.9pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,346 | $3,105-56.7% | $3,868-65.2% | $2,755-51.2% |
| Participant deferral / active EE | $3,120 | $3,869-19.3% | $5,057-38.3% | $4,296-27.4% |
| Admin fee / account holder | $4,737 | $6,566-27.9% | $8,355-43.3% | $6,918-31.5% |