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 | $61,899 | $81,460-24.0% | $103,333-40.1% | $80,856-23.4% |
| Participation rate | 43.2% | 66.8%-23.7pp | 74.5%-31.3pp | 67.6%-24.5pp |
| Annual return | 12.15% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,772 | $3,105-42.9% | $3,868-54.2% | $2,755-35.7% |
| Participant deferral / active EE | $3,230 | $3,869-16.5% | $5,057-36.1% | $4,296-24.8% |
| Admin fee / account holder | $7,881 | $6,566+20.0% | $8,355-5.7% | $6,918+13.9% |