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 | $51,247 | $138,347-63.0% | $184,203-72.2% | $80,856-36.6% |
| Participation rate | 60.6% | 83.9%-23.3pp | 86.8%-26.3pp | 67.6%-7.1pp |
| Annual return | 11.96% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,803 | $4,850-62.8% | $6,427-71.9% | $2,755-34.5% |
| Participant deferral / active EE | $3,955 | $7,071-44.1% | $9,131-56.7% | $4,296-7.9% |
| Admin fee / account holder | $3,060 | $10,483-70.8% | $13,901-78.0% | $6,918-55.8% |