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 | $28,931 | $201,272-85.6% | $184,203-84.3% | $145,922-80.2% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 25.32% | 29.00%-3.7pp | 28.81%-3.5pp | 561.29%-536.0pp |
| Employer contribution / active EE | $2,062 | $7,022-70.6% | $6,427-67.9% | $4,660-55.8% |
| Participant deferral / active EE | $5,623 | $9,806-42.7% | $9,131-38.4% | $6,688-15.9% |
| Admin fee / account holder | $302 | $16,364-98.2% | $13,901-97.8% | $13,397-97.7% |