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 | $58,247 | $87,733-33.6% | $106,548-45.3% | $85,850-32.2% |
| Participation rate | 67.7% | 71.9%-4.2pp | 76.1%-8.4pp | 69.3%-1.6pp |
| Annual return | 13.47% | 21.86%-8.4pp | 26.80%-13.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,745 | $2,073-15.8% | $2,819-38.1% | $2,565-32.0% |
| Participant deferral / active EE | $3,297 | $3,469-5.0% | $4,398-25.0% | $3,952-16.6% |
| Admin fee / account holder | $746 | $6,767-89.0% | $7,407-89.9% | $6,260-88.1% |