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 | $45,558 | $72,277-37.0% | $101,248-55.0% | $79,858-43.0% |
| Participation rate | 44.0% | 68.5%-24.5pp | 75.8%-31.8pp | 69.6%-25.6pp |
| Annual return | 16.81% | 22.30%-5.5pp | 46.47%-29.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,552 | $2,692-42.3% | $3,660-57.6% | $2,471-37.2% |
| Participant deferral / active EE | $3,355 | $3,282+2.2% | $4,370-23.2% | $3,740-10.3% |
| Admin fee / account holder | $6,093 | $4,400+38.5% | $5,945+2.5% | $5,306+14.8% |