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 | $62,534 | $90,503-30.9% | $78,689-20.5% | $273,961-77.2% |
| Participation rate | 46.2% | 76.5%-30.4pp | 73.6%-27.4pp | 83.0%-36.9pp |
| Annual return | 4.38% | 75.60%-71.2pp | 62.18%-57.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,221 | $3,176-61.6% | $2,851-57.2% | $4,869-74.9% |
| Participant deferral / active EE | $2,460 | $3,901-36.9% | $3,517-30.1% | $5,287-53.5% |
| Admin fee / account holder | $973 | $5,263-81.5% | $4,510-78.4% | $10,132-90.4% |