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 | $55,095 | $91,190-39.6% | $178,490-69.1% | $79,858-31.0% |
| Participation rate | 65.8% | 69.2%-3.4pp | 81.9%-16.1pp | 69.6%-3.8pp |
| Annual return | 12.30% | 24.19%-11.9pp | 151.07%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,375 | $3,256-57.8% | $5,011-72.6% | $2,471-44.4% |
| Participant deferral / active EE | $3,398 | $3,236+5.0% | $5,202-34.7% | $3,740-9.1% |
| Admin fee / account holder | $12,087 | $6,751+79.0% | $13,984-13.6% | $5,306+127.8% |