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 | $58,356 | $101,724-42.6% | $164,813-64.6% | $80,856-27.8% |
| Participation rate | 69.5% | 71.8%-2.3pp | 78.6%-9.1pp | 67.6%+1.9pp |
| Annual return | 12.86% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,018 | $2,953-65.5% | $4,341-76.5% | $2,755-63.0% |
| Participant deferral / active EE | $2,373 | $4,477-47.0% | $6,031-60.7% | $4,296-44.8% |
| Admin fee / account holder | $3,450 | $8,227-58.1% | $12,690-72.8% | $6,918-50.1% |