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 8-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 | $48,276 | $100,326-51.9% | $180,183-73.2% | $84,808-43.1% |
| Participation rate | 44.3% | 71.0%-26.7pp | 77.4%-33.1pp | 68.3%-24.0pp |
| Annual return | 13.59% | 17.86%-4.3pp | 27.86%-14.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,566 | $3,269-52.1% | $5,039-68.9% | $2,631-40.5% |
| Participant deferral / active EE | $2,352 | $5,066-53.6% | $6,822-65.5% | $4,212-44.1% |
| Admin fee / account holder | $6,430 | $9,674-33.5% | $19,975-67.8% | $7,344-12.4% |