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 | $33,838 | $78,422-56.9% | $95,952-64.7% | $79,858-57.6% |
| Participation rate | 53.4% | 73.5%-20.0pp | 77.1%-23.6pp | 69.6%-16.2pp |
| Annual return | 12.96% | 19.37%-6.4pp | 91.61%-78.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,456 | $1,945-25.2% | $2,541-42.7% | $2,471-41.1% |
| Participant deferral / active EE | $2,713 | $3,440-21.1% | $4,167-34.9% | $3,740-27.5% |
| Admin fee / account holder | $6,639 | $5,622+18.1% | $6,795-2.3% | $5,306+25.1% |