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 | $55,403 | $64,839-14.6% | $95,585-42.0% | $84,808-34.7% |
| Participation rate | 40.0% | 63.8%-23.8pp | 72.1%-32.1pp | 68.3%-28.3pp |
| Annual return | 13.74% | -670.96%+684.7pp | 38.56%-24.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $939 | $1,759-46.6% | $2,527-62.8% | $2,631-64.3% |
| Participant deferral / active EE | $2,483 | $2,965-16.3% | $4,023-38.3% | $4,212-41.0% |
| Admin fee / account holder | $438 | $5,964-92.7% | $6,127-92.9% | $7,344-94.0% |