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 | $34,621 | $63,764-45.7% | $81,930-57.7% | $79,858-56.6% |
| Participation rate | 64.7% | 67.5%-2.8pp | 72.0%-7.3pp | 69.6%-4.9pp |
| Annual return | 14.44% | 22.66%-8.2pp | 29.49%-15.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,415 | $1,795-21.2% | $4,310-67.2% | $2,471-42.7% |
| Participant deferral / active EE | $2,225 | $2,780-20.0% | $7,107-68.7% | $3,740-40.5% |
| Admin fee / account holder | $586 | $4,426-86.8% | $5,158-88.6% | $5,306-88.9% |