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 | $32,163 | $94,625-66.0% | $116,228-72.3% | $84,808-62.1% |
| Participation rate | 55.7% | 70.4%-14.7pp | 74.6%-18.8pp | 68.3%-12.6pp |
| Annual return | 19.95% | 20.40%-0.5pp | 90.06%-70.1pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,452 | $2,347-38.1% | $2,994-51.5% | $2,631-44.8% |
| Participant deferral / active EE | $2,171 | $3,972-45.3% | $4,953-56.2% | $4,212-48.5% |
| Admin fee / account holder | $4,358 | $10,091-56.8% | $11,989-63.7% | $7,344-40.7% |