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 | $44,497 | $94,625-53.0% | $116,228-61.7% | $84,808-47.5% |
| Participation rate | 66.2% | 70.4%-4.3pp | 74.6%-8.4pp | 68.3%-2.1pp |
| Annual return | 13.59% | 20.40%-6.8pp | 90.06%-76.5pp | 40.90%-27.3pp |
| Employer contribution / active EE | $886 | $2,347-62.2% | $2,994-70.4% | $2,631-66.3% |
| Participant deferral / active EE | $2,367 | $3,972-40.4% | $4,953-52.2% | $4,212-43.8% |
| Admin fee / account holder | $2,578 | $10,091-74.4% | $11,989-78.5% | $7,344-64.9% |