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 | $39,609 | $64,839-38.9% | $95,585-58.6% | $84,808-53.3% |
| Participation rate | 52.9% | 63.8%-11.0pp | 72.1%-19.2pp | 68.3%-15.5pp |
| Annual return | 18.56% | -670.96%+689.5pp | 38.56%-20.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,121 | $1,759-36.2% | $2,527-55.6% | $2,631-57.4% |
| Participant deferral / active EE | $2,104 | $2,965-29.0% | $4,023-47.7% | $4,212-50.0% |
| Admin fee / account holder | $3,071 | $5,964-48.5% | $6,127-49.9% | $7,344-58.2% |