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 | $48,935 | $95,803-48.9% | $113,168-56.8% | $84,808-42.3% |
| Participation rate | 65.0% | 72.9%-7.9pp | 76.6%-11.6pp | 68.3%-3.3pp |
| Annual return | 16.61% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,964 | $2,360-16.8% | $2,975-34.0% | $2,631-25.4% |
| Participant deferral / active EE | $3,015 | $4,242-28.9% | $5,107-41.0% | $4,212-28.4% |
| Admin fee / account holder | $7,920 | $8,989-11.9% | $12,068-34.4% | $7,344+7.8% |