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 | $28,691 | $77,314-62.9% | $177,989-83.9% | $80,856-64.5% |
| Participation rate | 65.0% | 65.7%-0.7pp | 77.1%-12.1pp | 67.6%-2.6pp |
| Annual return | 15.42% | 18.09%-2.7pp | 294.48%-279.1pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,173 | $2,292-48.8% | $3,949-70.3% | $2,755-57.4% |
| Participant deferral / active EE | $2,610 | $4,411-40.8% | $6,276-58.4% | $4,296-39.2% |
| Admin fee / account holder | $1,196 | $7,191-83.4% | $10,363-88.5% | $6,918-82.7% |