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 | $50,412 | $81,460-38.1% | $103,333-51.2% | $80,856-37.7% |
| Participation rate | 68.3% | 66.8%+1.4pp | 74.5%-6.2pp | 67.6%+0.7pp |
| Annual return | 11.63% | 25.55%-13.9pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $887 | $3,105-71.4% | $3,868-77.1% | $2,755-67.8% |
| Participant deferral / active EE | $3,548 | $3,869-8.3% | $5,057-29.9% | $4,296-17.4% |
| Admin fee / account holder | $16,575 | $6,566+152.4% | $8,355+98.4% | $6,918+139.6% |