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 | $54,236 | $99,341-45.4% | $84,750-36.0% | $273,961-80.2% |
| Participation rate | 46.7% | 80.7%-34.0pp | 76.6%-29.9pp | 83.0%-36.3pp |
| Annual return | 5.64% | 22.93%-17.3pp | 22.78%-17.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,022 | $4,214-75.7% | $3,574-71.4% | $4,869-79.0% |
| Participant deferral / active EE | $3,452 | $4,269-19.1% | $3,712-7.0% | $5,287-34.7% |
| Admin fee / account holder | $14,731 | $6,644+121.7% | $5,332+176.3% | $10,132+45.4% |