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 | $38,321 | $65,409-41.4% | $98,442-61.1% | $85,850-55.4% |
| Participation rate | 56.0% | 65.0%-9.0pp | 73.3%-17.3pp | 69.3%-13.3pp |
| Annual return | 15.27% | 21.76%-6.5pp | 1492.73%-1477.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,036 | $2,168-52.2% | $2,960-65.0% | $2,565-59.6% |
| Participant deferral / active EE | $3,819 | $3,166+20.6% | $4,276-10.7% | $3,952-3.3% |
| Admin fee / account holder | $525 | $4,593-88.6% | $5,949-91.2% | $6,260-91.6% |