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 | $46,761 | $127,065-63.2% | $113,168-58.7% | $142,382-67.2% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 13.52% | 24.03%-10.5pp | 24.27%-10.7pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,501 | $3,442-27.3% | $2,975-15.9% | $4,299-41.8% |
| Participant deferral / active EE | $3,523 | $5,716-38.4% | $5,107-31.0% | $6,507-45.9% |
| Admin fee / account holder | $11,030 | $15,736-29.9% | $12,068-8.6% | $12,624-12.6% |