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 | $47,392 | $94,625-49.9% | $116,228-59.2% | $84,808-44.1% |
| Participation rate | 69.7% | 70.4%-0.8pp | 74.6%-4.9pp | 68.3%+1.4pp |
| Annual return | 16.50% | 20.40%-3.9pp | 90.06%-73.6pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,195 | $2,347-49.1% | $2,994-60.1% | $2,631-54.6% |
| Participant deferral / active EE | $2,894 | $3,972-27.1% | $4,953-41.6% | $4,212-31.3% |
| Admin fee / account holder | $5,309 | $10,091-47.4% | $11,989-55.7% | $7,344-27.7% |