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 9-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 | $48,511 | $76,050-36.2% | $96,544-49.8% | $71,457-32.1% |
| Participation rate | 62.2% | 74.4%-12.2pp | 76.0%-13.8pp | 67.9%-5.7pp |
| Annual return | 15.99% | 22.81%-6.8pp | 25.84%-9.9pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,763 | $2,244-21.5% | $2,965-40.6% | $2,588-31.9% |
| Participant deferral / active EE | $3,193 | $4,215-24.2% | $4,851-34.2% | $4,289-25.5% |
| Admin fee / account holder | $22,023 | $2,707+713.5% | $8,252+166.9% | $1,587+1287.4% |