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 | $36,555 | $80,968-54.9% | $96,544-62.1% | $75,163-51.4% |
| Participation rate | 64.3% | 71.8%-7.5pp | 76.0%-11.7pp | 67.2%-2.9pp |
| Annual return | 44.46% | 27.06%+17.4pp | 25.84%+18.6pp | 160.62%-116.2pp |
| Employer contribution / active EE | $1,588 | $2,282-30.4% | $2,965-46.5% | $2,670-40.5% |
| Participant deferral / active EE | $2,291 | $3,928-41.7% | $4,851-52.8% | $4,125-44.5% |
| Admin fee / account holder | $2,344 | $6,724-65.1% | $8,252-71.6% | $5,651-58.5% |