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 | $40,553 | $95,193-57.4% | $76,523-47.0% | $135,375-70.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | 10.92% | 4.85%+6.1pp | -0.27%+11.2pp | 519.73%-508.8pp |
| Employer contribution / active EE | $608 | $3,302-81.6% | $2,647-77.1% | $4,779-87.3% |
| Participant deferral / active EE | $760 | $4,639-83.6% | $3,835-80.2% | $5,609-86.5% |
| Admin fee / account holder | $1,545 | $6,249-75.3% | $4,848-68.1% | $10,827-85.7% |