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 | $45,786 | $86,929-47.3% | $102,423-55.3% | $80,856-43.4% |
| Participation rate | 60.9% | 72.4%-11.5pp | 76.5%-15.6pp | 67.6%-6.7pp |
| Annual return | 11.09% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,814 | $2,369-23.4% | $3,023-40.0% | $2,755-34.1% |
| Participant deferral / active EE | $3,690 | $4,118-10.4% | $5,053-27.0% | $4,296-14.1% |
| Admin fee / account holder | $12,051 | $8,049+49.7% | $9,451+27.5% | $6,918+74.2% |