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 | $45,750 | $56,897-19.6% | $84,750-46.0% | $62,891-27.3% |
| Participation rate | 59.3% | 68.5%-9.3pp | 76.6%-17.3pp | 69.3%-10.0pp |
| Annual return | 5.32% | 6.30%-1.0pp | 22.78%-17.5pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,118 | $2,400-53.4% | $3,574-68.7% | $2,281-51.0% |
| Participant deferral / active EE | $3,965 | $2,709+46.3% | $3,712+6.8% | $3,203+23.8% |
| Admin fee / account holder | $6,011 | $3,581+67.9% | $5,332+12.7% | $4,296+39.9% |