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 | $49,400 | $140,578-64.9% | $100,671-50.9% | $125,391-60.6% |
| Participation rate | 60.0% | 80.4%-20.4pp | 70.7%-10.7pp | 83.2%-23.2pp |
| Annual return | 0.21% | 24.67%-24.5pp | 20.43%-20.2pp | 282.22%-282.0pp |
| Employer contribution / active EE | $307 | $5,965-94.9% | $4,012-92.3% | $4,866-93.7% |
| Participant deferral / active EE | $2,108 | $3,981-47.1% | $3,144-33.0% | $5,352-60.6% |
| Admin fee / account holder | $1,108 | $6,716-83.5% | $4,850-77.2% | $9,540-88.4% |