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 | $34,940 | $81,460-57.1% | $103,333-66.2% | $80,856-56.8% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 28.11% | 25.55%+2.6pp | 24.88%+3.2pp | 35.59%-7.5pp |
| Employer contribution / active EE | $1,144 | $3,105-63.2% | $3,868-70.4% | $2,755-58.5% |
| Participant deferral / active EE | $2,750 | $3,869-28.9% | $5,057-45.6% | $4,296-36.0% |
| Admin fee / account holder | $2,281 | $6,566-65.3% | $8,355-72.7% | $6,918-67.0% |