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 | $49,878 | $86,929-42.6% | $102,423-51.3% | $80,856-38.3% |
| Participation rate | 60.7% | 72.4%-11.7pp | 76.5%-15.8pp | 67.6%-6.9pp |
| Annual return | 11.38% | 18.88%-7.5pp | 29.32%-17.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,684 | $2,369-28.9% | $3,023-44.3% | $2,755-38.9% |
| Participant deferral / active EE | $3,075 | $4,118-25.3% | $5,053-39.1% | $4,296-28.4% |
| Admin fee / account holder | $5,151 | $8,049-36.0% | $9,451-45.5% | $6,918-25.5% |