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 | $46,223 | $55,706-17.0% | $75,886-39.1% | $72,985-36.7% |
| Participation rate | 60.6% | 61.1%-0.5pp | 69.3%-8.7pp | 69.5%-8.9pp |
| Annual return | 20.91% | 27.59%-6.7pp | 30.76%-9.8pp | 81.00%-60.1pp |
| Employer contribution / active EE | $376 | $1,687-77.7% | $2,500-85.0% | $2,440-84.6% |
| Participant deferral / active EE | $2,131 | $2,634-19.1% | $3,603-40.9% | $3,607-40.9% |
| Admin fee / account holder | $3,369 | $3,978-15.3% | $5,418-37.8% | $5,124-34.3% |