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 | $54,097 | $86,929-37.8% | $102,423-47.2% | $80,856-33.1% |
| Participation rate | 48.3% | 72.4%-24.1pp | 76.5%-28.2pp | 67.6%-19.4pp |
| Annual return | 14.88% | 18.88%-4.0pp | 29.32%-14.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,266 | $2,369-46.6% | $3,023-58.1% | $2,755-54.0% |
| Participant deferral / active EE | $3,148 | $4,118-23.6% | $5,053-37.7% | $4,296-26.7% |
| Admin fee / account holder | $1,851 | $8,049-77.0% | $9,451-80.4% | $6,918-73.2% |