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 | $29,680 | $61,660-51.9% | $80,019-62.9% | $64,186-53.8% |
| Participation rate | 44.8% | 71.7%-26.9pp | 75.8%-31.0pp | 69.6%-24.7pp |
| Annual return | 3.51% | -0.33%+3.8pp | 11.22%-7.7pp | 7.63%-4.1pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,965 | $2,968-0.1% | $3,686-19.6% | $3,470-14.5% |
| Admin fee / account holder | $15,323 | $5,417+182.9% | $6,521+135.0% | $4,888+213.5% |