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 | $36,458 | $162,781-77.6% | $133,956-72.8% | $158,922-77.1% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 11.29% | 41.94%-30.7pp | 45.09%-33.8pp | 302.83%-291.5pp |
| Employer contribution / active EE | $4,849 | $4,975-2.5% | $3,919+23.7% | $4,761+1.8% |
| Participant deferral / active EE | $3,974 | $5,911-32.8% | $5,048-21.3% | $5,982-33.6% |
| Admin fee / account holder | $100,090 | $11,736+752.8% | $8,927+1021.2% | $11,246+790.0% |