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 | $65,188 | $86,929-25.0% | $102,423-36.4% | $80,856-19.4% |
| Participation rate | 43.3% | 72.4%-29.0pp | 76.5%-33.2pp | 67.6%-24.3pp |
| Annual return | 13.30% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,498 | $2,369-36.8% | $3,023-50.4% | $2,755-45.6% |
| Participant deferral / active EE | $3,932 | $4,118-4.5% | $5,053-22.2% | $4,296-8.5% |
| Admin fee / account holder | $50,584 | $8,049+528.5% | $9,451+435.2% | $6,918+631.2% |