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 | $47,277 | $81,460-42.0% | $103,333-54.2% | $80,856-41.5% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 13.34% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,845 | $3,105-40.6% | $3,868-52.3% | $2,755-33.0% |
| Participant deferral / active EE | $3,482 | $3,869-10.0% | $5,057-31.2% | $4,296-18.9% |
| Admin fee / account holder | $670 | $6,566-89.8% | $8,355-92.0% | $6,918-90.3% |