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 | $47,089 | $72,277-34.8% | $101,248-53.5% | $79,858-41.0% |
| Participation rate | 65.5% | 68.5%-2.9pp | 75.8%-10.3pp | 69.6%-4.1pp |
| Annual return | 16.27% | 22.30%-6.0pp | 46.47%-30.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,891 | $2,692-29.8% | $3,660-48.3% | $2,471-23.5% |
| Participant deferral / active EE | $3,623 | $3,282+10.4% | $4,370-17.1% | $3,740-3.1% |
| Admin fee / account holder | $3,708 | $4,400-15.7% | $5,945-37.6% | $5,306-30.1% |