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 | $45,940 | $60,022-23.5% | $88,946-48.4% | $84,808-45.8% |
| Participation rate | 33.3% | 57.8%-24.5pp | 68.8%-35.5pp | 68.3%-35.0pp |
| Annual return | 15.08% | 22.43%-7.4pp | 57.82%-42.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $746 | $1,703-56.2% | $2,555-70.8% | $2,631-71.7% |
| Participant deferral / active EE | $1,550 | $3,114-50.2% | $4,581-66.2% | $4,212-63.2% |
| Admin fee / account holder | $1,918 | $4,811-60.1% | $8,261-76.8% | $7,344-73.9% |