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 | $52,688 | $124,281-57.6% | $109,143-51.7% | $167,490-68.5% |
| Participation rate | 45.5% | 79.4%-34.0pp | 75.9%-30.4pp | 82.1%-36.7pp |
| Annual return | 14.35% | 26.04%-11.7pp | 25.75%-11.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,286 | $4,207-69.4% | $3,722-65.4% | $4,837-73.4% |
| Participant deferral / active EE | $2,020 | $5,255-61.6% | $4,653-56.6% | $6,341-68.1% |
| Admin fee / account holder | $7,692 | $7,970-3.5% | $6,752+13.9% | $12,309-37.5% |