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 | $26,150 | $73,933-64.6% | $96,683-73.0% | $75,163-65.2% |
| Participation rate | 57.1% | 66.4%-9.3pp | 74.3%-17.2pp | 67.2%-10.0pp |
| Annual return | 14.55% | 26.70%-12.2pp | 35.69%-21.1pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,268 | $2,928-56.7% | $3,737-66.1% | $2,670-52.5% |
| Participant deferral / active EE | $3,388 | $3,659-7.4% | $4,878-30.5% | $4,125-17.9% |
| Admin fee / account holder | $3,748 | $5,216-28.2% | $6,730-44.3% | $5,651-33.7% |