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 | $27,483 | $76,367-64.0% | $93,606-70.6% | $72,985-62.3% |
| Participation rate | 69.2% | 71.7%-2.5pp | 75.8%-6.6pp | 69.5%-0.3pp |
| Annual return | 20.30% | 25.82%-5.5pp | 32.76%-12.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,191 | $2,275-47.7% | $2,718-56.2% | $2,440-51.2% |
| Participant deferral / active EE | $2,011 | $3,538-43.1% | $4,069-50.6% | $3,607-44.2% |
| Admin fee / account holder | $4,126 | $6,838-39.7% | $7,888-47.7% | $5,124-19.5% |