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 | $42,981 | $76,552-43.9% | $123,892-65.3% | $62,891-31.7% |
| Participation rate | 51.7% | 73.0%-21.3pp | 81.4%-29.7pp | 69.3%-17.6pp |
| Annual return | 6.13% | 18.68%-12.5pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,074 | $2,883-28.0% | $4,617-55.1% | $2,281-9.1% |
| Participant deferral / active EE | $3,034 | $4,840-37.3% | $5,984-49.3% | $3,203-5.3% |
| Admin fee / account holder | $742 | $4,826-84.6% | $8,357-91.1% | $4,296-82.7% |