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 | $34,980 | $86,944-59.8% | $107,525-67.5% | $74,304-52.9% |
| Participation rate | 65.0% | 59.6%+5.5pp | 75.1%-10.0pp | 60.3%+4.7pp |
| Annual return | 16.51% | 23.52%-7.0pp | 181.32%-164.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,649 | $2,757-40.2% | $3,754-56.1% | $2,241-26.4% |
| Participant deferral / active EE | $2,836 | $3,554-20.2% | $5,116-44.6% | $3,767-24.7% |
| Admin fee / account holder | $4,127 | $3,727+10.7% | $8,919-53.7% | $2,969+39.0% |