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 | $42,296 | $85,766-50.7% | $136,294-69.0% | $70,131-39.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 14.95% | 31.45%-16.5pp | 5155.94%-5141.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,880 | $2,966-36.6% | $4,695-60.0% | $2,342-19.8% |
| Participant deferral / active EE | $3,455 | $5,051-31.6% | $6,247-44.7% | $3,332+3.7% |
| Admin fee / account holder | $2,407 | $5,420-55.6% | $9,243-74.0% | $4,645-48.2% |