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 | $46,561 | $89,355-47.9% | $141,162-67.0% | $72,985-36.2% |
| Participation rate | 56.3% | 75.1%-18.9pp | 82.5%-26.2pp | 69.5%-13.2pp |
| Annual return | 20.47% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,898 | $3,114-7.0% | $4,735-38.8% | $2,440+18.8% |
| Participant deferral / active EE | $4,430 | $5,418-18.2% | $6,709-34.0% | $3,607+22.8% |
| Admin fee / account holder | $7,935 | $5,958+33.2% | $10,261-22.7% | $5,124+54.8% |