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 | $49,527 | $76,050-34.9% | $96,544-48.7% | $71,457-30.7% |
| Participation rate | 55.1% | 74.4%-19.3pp | 76.0%-20.9pp | 67.9%-12.8pp |
| Annual return | 17.89% | 22.81%-4.9pp | 25.84%-7.9pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,288 | $2,244-42.6% | $2,965-56.6% | $2,588-50.2% |
| Participant deferral / active EE | $2,393 | $4,215-43.2% | $4,851-50.7% | $4,289-44.2% |
| Admin fee / account holder | $3,422 | $2,707+26.4% | $8,252-58.5% | $1,587+115.6% |