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 | $54,569 | $96,557-43.5% | $80,975-32.6% | $273,961-80.1% |
| Participation rate | 55.6% | 79.1%-23.5pp | 75.8%-20.3pp | 83.0%-27.5pp |
| Annual return | 6.87% | 15.14%-8.3pp | 17.10%-10.2pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,503 | $4,868-48.6% | $3,714-32.6% | $4,869-48.6% |
| Participant deferral / active EE | $5,029 | $6,598-23.8% | $5,696-11.7% | $5,287-4.9% |
| Admin fee / account holder | $5,171 | $7,492-31.0% | $5,516-6.2% | $10,132-49.0% |