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 | $45,374 | $39,122+16.0% | $57,179-20.6% | $62,891-27.9% |
| Participation rate | 63.8% | 70.5%-6.7pp | 75.3%-11.5pp | 69.3%-5.5pp |
| Annual return | 4.62% | 9.23%-4.6pp | 14.59%-10.0pp | 20.14%-15.5pp |
| Employer contribution / active EE | $862 | $1,874-54.0% | $2,682-67.9% | $2,281-62.2% |
| Participant deferral / active EE | $2,250 | $2,374-5.2% | $3,096-27.3% | $3,203-29.8% |
| Admin fee / account holder | $1,596 | $2,592-38.4% | $3,139-49.1% | $4,296-62.8% |