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 | $48,397 | $87,013-44.4% | $106,213-54.4% | $80,856-40.1% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.6%-1.0pp |
| Annual return | 11.92% | 17.05%-5.1pp | 116.14%-104.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,768 | $2,395-26.2% | $3,171-44.3% | $2,755-35.8% |
| Participant deferral / active EE | $3,066 | $3,986-23.1% | $5,016-38.9% | $4,296-28.6% |
| Admin fee / account holder | $2,292 | $8,431-72.8% | $11,033-79.2% | $6,918-66.9% |