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 | $29,929 | $46,869-36.1% | $122,332-75.5% | $70,131-57.3% |
| Participation rate | 50.0% | 58.2%-8.2pp | 71.6%-21.6pp | 69.5%-19.5pp |
| Annual return | 15.82% | 24.22%-8.4pp | 30.27%-14.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,073 | $1,288-16.7% | $4,050-73.5% | $2,342-54.2% |
| Participant deferral / active EE | $2,398 | $2,166+10.7% | $3,287-27.0% | $3,332-28.0% |
| Admin fee / account holder | $4,070 | $3,322+22.5% | $5,478-25.7% | $4,645-12.4% |