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 | $44,796 | $74,927-40.2% | $101,794-56.0% | $84,808-47.2% |
| Participation rate | 51.7% | 61.4%-9.7pp | 69.2%-17.5pp | 68.3%-16.6pp |
| Annual return | 13.99% | 18.70%-4.7pp | 30.53%-16.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $937 | $1,522-38.4% | $2,289-59.1% | $2,631-64.4% |
| Participant deferral / active EE | $2,175 | $3,099-29.8% | $4,084-46.7% | $4,212-48.4% |
| Admin fee / account holder | $13,418 | $6,514+106.0% | $8,777+52.9% | $7,344+82.7% |