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 | $55,035 | $80,968-32.0% | $96,544-43.0% | $75,163-26.8% |
| Participation rate | 62.9% | 71.8%-8.9pp | 76.0%-13.1pp | 67.2%-4.3pp |
| Annual return | 20.53% | 27.06%-6.5pp | 25.84%-5.3pp | 160.62%-140.1pp |
| Employer contribution / active EE | $846 | $2,282-62.9% | $2,965-71.5% | $2,670-68.3% |
| Participant deferral / active EE | $2,734 | $3,928-30.4% | $4,851-43.6% | $4,125-33.7% |
| Admin fee / account holder | $10,039 | $6,724+49.3% | $8,252+21.6% | $5,651+77.6% |