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 | $48,804 | $95,803-49.1% | $113,168-56.9% | $84,808-42.5% |
| Participation rate | 48.6% | 72.9%-24.3pp | 76.6%-28.0pp | 68.3%-19.7pp |
| Annual return | 14.17% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,488 | $2,360-36.9% | $2,975-50.0% | $2,631-43.4% |
| Participant deferral / active EE | $2,451 | $4,242-42.2% | $5,107-52.0% | $4,212-41.8% |
| Admin fee / account holder | $7,014 | $8,989-22.0% | $12,068-41.9% | $7,344-4.5% |