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 | $51,092 | $80,968-36.9% | $96,544-47.1% | $75,163-32.0% |
| Participation rate | 44.8% | 71.8%-26.9pp | 76.0%-31.1pp | 67.2%-22.4pp |
| Annual return | 15.46% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $968 | $2,282-57.6% | $2,965-67.4% | $2,670-63.8% |
| Participant deferral / active EE | $2,432 | $3,928-38.1% | $4,851-49.9% | $4,125-41.1% |
| Admin fee / account holder | $19,945 | $6,724+196.6% | $8,252+141.7% | $5,651+253.0% |