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 | $64,551 | $81,460-20.8% | $103,333-37.5% | $80,856-20.2% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.6%-34.3pp |
| Annual return | 14.70% | 25.55%-10.8pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,123 | $3,105-63.8% | $3,868-71.0% | $2,755-59.2% |
| Participant deferral / active EE | $2,475 | $3,869-36.0% | $5,057-51.1% | $4,296-42.4% |
| Admin fee / account holder | $2,999 | $6,566-54.3% | $8,355-64.1% | $6,918-56.7% |