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 | $37,770 | $86,286-56.2% | $111,297-66.1% | $85,850-56.0% |
| Participation rate | 44.0% | 73.3%-29.3pp | 77.3%-33.3pp | 69.3%-25.3pp |
| Annual return | 14.57% | 19.99%-5.4pp | 54.65%-40.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,334 | $2,043-34.7% | $2,731-51.2% | $2,565-48.0% |
| Participant deferral / active EE | $2,038 | $3,641-44.0% | $4,487-54.6% | $3,952-48.4% |
| Admin fee / account holder | $2,703 | $8,188-67.0% | $7,964-66.1% | $6,260-56.8% |