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 | $58,620 | $83,477-29.8% | $125,175-53.2% | $72,985-19.7% |
| Participation rate | 48.9% | 73.3%-24.4pp | 79.8%-30.9pp | 69.5%-20.6pp |
| Annual return | 21.50% | 25.78%-4.3pp | 43.79%-22.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,967 | $2,345-16.1% | $3,865-49.1% | $2,440-19.4% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,755 | $5,517-68.2% | $9,702-81.9% | $5,124-65.7% |