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 | $48,024 | $81,460-41.0% | $103,333-53.5% | $80,856-40.6% |
| Participation rate | 32.3% | 66.8%-34.6pp | 74.5%-42.3pp | 67.6%-35.4pp |
| Annual return | 17.06% | 25.55%-8.5pp | 24.88%-7.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,107 | $3,105-64.4% | $3,868-71.4% | $2,755-59.8% |
| Participant deferral / active EE | $1,625 | $3,869-58.0% | $5,057-67.9% | $4,296-62.2% |
| Admin fee / account holder | $5,930 | $6,566-9.7% | $8,355-29.0% | $6,918-14.3% |