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 | $52,348 | $74,927-30.1% | $101,794-48.6% | $84,808-38.3% |
| Participation rate | 46.4% | 61.4%-15.0pp | 69.2%-22.8pp | 68.3%-21.9pp |
| Annual return | 16.36% | 18.70%-2.3pp | 30.53%-14.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,244 | $1,522-18.2% | $2,289-45.6% | $2,631-52.7% |
| Participant deferral / active EE | $2,300 | $3,099-25.8% | $4,084-43.7% | $4,212-45.4% |
| Admin fee / account holder | $4,130 | $6,514-36.6% | $8,777-52.9% | $7,344-43.8% |