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 | $79,159 | $91,552-13.5% | $133,956-40.9% | $79,858-0.9% |
| Participation rate | 55.4% | 73.3%-18.0pp | 79.8%-24.5pp | 69.6%-14.3pp |
| Annual return | 12.60% | 61.85%-49.2pp | 45.09%-32.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $632 | $2,384-73.5% | $3,919-83.9% | $2,471-74.4% |
| Participant deferral / active EE | $3,840 | $3,733+2.8% | $5,048-23.9% | $3,740+2.7% |
| Admin fee / account holder | $14,927 | $6,321+136.1% | $8,927+67.2% | $5,306+181.3% |