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 | $33,991 | $163,101-79.2% | $136,749-75.1% | $142,382-76.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 15.56% | 27.54%-12.0pp | 24.33%-8.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,453 | $4,117-16.1% | $3,400+1.6% | $4,299-19.7% |
| Participant deferral / active EE | $6,021 | $5,585+7.8% | $4,692+28.3% | $6,507-7.5% |
| Admin fee / account holder | $6,783 | $14,318-52.6% | $11,386-40.4% | $12,624-46.3% |