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 9-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 | $55,789 | $95,803-41.8% | $113,168-50.7% | $84,808-34.2% |
| Participation rate | 47.9% | 72.9%-24.9pp | 76.6%-28.6pp | 68.3%-20.4pp |
| Annual return | 17.67% | 25.00%-7.3pp | 24.27%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,106 | $2,360-10.8% | $2,975-29.2% | $2,631-19.9% |
| Participant deferral / active EE | $2,726 | $4,242-35.7% | $5,107-46.6% | $4,212-35.3% |
| Admin fee / account holder | $2,449 | $8,989-72.8% | $12,068-79.7% | $7,344-66.7% |