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 | $46,691 | $74,927-37.7% | $101,794-54.1% | $84,808-44.9% |
| Participation rate | 55.3% | 61.4%-6.1pp | 69.2%-13.9pp | 68.3%-13.0pp |
| Annual return | 18.82% | 18.70%+0.1pp | 30.53%-11.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,497 | $1,522-1.6% | $2,289-34.6% | $2,631-43.1% |
| Participant deferral / active EE | $1,935 | $3,099-37.6% | $4,084-52.6% | $4,212-54.1% |
| Admin fee / account holder | $2,251 | $6,514-65.4% | $8,777-74.4% | $7,344-69.4% |