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 | $43,788 | $81,460-46.2% | $103,333-57.6% | $80,856-45.8% |
| Participation rate | 59.7% | 66.8%-7.1pp | 74.5%-14.8pp | 67.6%-7.9pp |
| Annual return | 19.03% | 25.55%-6.5pp | 24.88%-5.8pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,447 | $3,105-53.4% | $3,868-62.6% | $2,755-47.5% |
| Participant deferral / active EE | $2,449 | $3,869-36.7% | $5,057-51.6% | $4,296-43.0% |
| Admin fee / account holder | $5,155 | $6,566-21.5% | $8,355-38.3% | $6,918-25.5% |