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 | $31,788 | $71,050-55.3% | $93,606-66.0% | $80,856-60.7% |
| Participation rate | 62.8% | 60.4%+2.4pp | 68.7%-5.9pp | 67.6%-4.8pp |
| Annual return | 12.56% | 11.26%+1.3pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,195 | $1,564-23.6% | $2,420-50.6% | $2,755-56.6% |
| Participant deferral / active EE | $2,311 | $4,034-42.7% | $4,411-47.6% | $4,296-46.2% |
| Admin fee / account holder | $5,000 | $6,945-28.0% | $8,285-39.7% | $6,918-27.7% |