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 | $27,619 | $79,944-65.5% | $98,439-71.9% | $75,163-63.3% |
| Participation rate | 63.1% | 70.4%-7.3pp | 75.2%-12.1pp | 67.2%-4.1pp |
| Annual return | 19.67% | 19.75%-0.1pp | 21.16%-1.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,172 | $2,264-48.2% | $3,048-61.6% | $2,670-56.1% |
| Participant deferral / active EE | $1,925 | $3,752-48.7% | $4,738-59.4% | $4,125-53.3% |
| Admin fee / account holder | $26,108 | $6,840+281.7% | $8,948+191.8% | $5,651+362.0% |