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 8-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 | $48,752 | $81,460-40.2% | $103,333-52.8% | $80,856-39.7% |
| Participation rate | 18.4% | 66.8%-48.4pp | 74.5%-56.1pp | 67.6%-49.2pp |
| Annual return | 10.85% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,182 | $3,105-61.9% | $3,868-69.4% | $2,755-57.1% |
| Participant deferral / active EE | $2,755 | $3,869-28.8% | $5,057-45.5% | $4,296-35.9% |
| Admin fee / account holder | $30,066 | $6,566+357.9% | $8,355+259.9% | $6,918+334.6% |