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 | $47,060 | $94,625-50.3% | $116,228-59.5% | $84,808-44.5% |
| Participation rate | 63.2% | 70.4%-7.3pp | 74.6%-11.4pp | 68.3%-5.2pp |
| Annual return | 16.29% | 20.40%-4.1pp | 90.06%-73.8pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,562 | $2,347-33.4% | $2,994-47.8% | $2,631-40.6% |
| Participant deferral / active EE | $3,184 | $3,972-19.8% | $4,953-35.7% | $4,212-24.4% |
| Admin fee / account holder | $3,268 | $10,091-67.6% | $11,989-72.7% | $7,344-55.5% |