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 | $28,751 | $84,233-65.9% | $170,442-83.1% | $70,131-59.0% |
| Participation rate | 68.9% | 70.8%-1.9pp | 83.6%-14.7pp | 69.5%-0.7pp |
| Annual return | 18.90% | 23.06%-4.2pp | 205.93%-187.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,378 | $3,387-59.3% | $5,433-74.6% | $2,342-41.2% |
| Participant deferral / active EE | $2,441 | $3,086-20.9% | $4,939-50.6% | $3,332-26.7% |
| Admin fee / account holder | $1,242 | $5,698-78.2% | $13,880-91.1% | $4,645-73.3% |