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 | $47,023 | $71,050-33.8% | $93,606-49.8% | $80,856-41.8% |
| Participation rate | 56.7% | 60.4%-3.7pp | 68.7%-12.0pp | 67.6%-10.9pp |
| Annual return | 12.40% | 11.26%+1.1pp | 133.20%-120.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $414 | $1,564-73.5% | $2,420-82.9% | $2,755-85.0% |
| Participant deferral / active EE | $2,671 | $4,034-33.8% | $4,411-39.4% | $4,296-37.8% |
| Admin fee / account holder | $1,725 | $6,945-75.2% | $8,285-79.2% | $6,918-75.1% |