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 | $31,358 | $89,355-64.9% | $141,162-77.8% | $72,985-57.0% |
| Participation rate | 63.4% | 75.1%-11.7pp | 82.5%-19.1pp | 69.5%-6.1pp |
| Annual return | 24.37% | 111.85%-87.5pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,643 | $3,114-47.2% | $4,735-65.3% | $2,440-32.7% |
| Participant deferral / active EE | $3,834 | $5,418-29.2% | $6,709-42.9% | $3,607+6.3% |
| Admin fee / account holder | $8,242 | $5,958+38.3% | $10,261-19.7% | $5,124+60.8% |