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 | $45,509 | $72,277-37.0% | $101,248-55.1% | $79,858-43.0% |
| Participation rate | 51.0% | 68.5%-17.5pp | 75.8%-24.8pp | 69.6%-18.7pp |
| Annual return | 17.87% | 22.30%-4.4pp | 46.47%-28.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,485 | $2,692-44.8% | $3,660-59.4% | $2,471-39.9% |
| Participant deferral / active EE | $2,785 | $3,282-15.1% | $4,370-36.3% | $3,740-25.5% |
| Admin fee / account holder | $2,555 | $4,400-41.9% | $5,945-57.0% | $5,306-51.8% |