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 | $48,674 | $109,881-55.7% | $150,045-67.6% | $84,808-42.6% |
| Participation rate | 33.3% | 76.1%-42.8pp | 82.3%-49.0pp | 68.3%-35.0pp |
| Annual return | 19.12% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,087 | $3,561-69.5% | $4,693-76.8% | $2,631-58.7% |
| Participant deferral / active EE | $3,032 | $6,636-54.3% | $7,997-62.1% | $4,212-28.0% |
| Admin fee / account holder | $1,102 | $8,568-87.1% | $13,435-91.8% | $7,344-85.0% |