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 | $46,858 | $62,573-25.1% | $85,682-45.3% | $85,850-45.4% |
| Participation rate | 58.1% | 61.1%-3.0pp | 69.9%-11.7pp | 69.3%-11.2pp |
| Annual return | 15.07% | 23.77%-8.7pp | 21.49%-6.4pp | 318.53%-303.5pp |
| Employer contribution / active EE | $927 | $1,757-47.2% | $2,618-64.6% | $2,565-63.8% |
| Participant deferral / active EE | $3,030 | $2,802+8.1% | $3,923-22.8% | $3,952-23.3% |
| Admin fee / account holder | $2,798 | $4,640-39.7% | $6,873-59.3% | $6,260-55.3% |