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 | $56,300 | $106,515-47.1% | $96,683-41.8% | $139,434-59.6% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 22.55% | 38.43%-15.9pp | 35.69%-13.1pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,140 | $4,103-72.2% | $3,737-69.5% | $4,751-76.0% |
| Participant deferral / active EE | $2,593 | $5,454-52.5% | $4,878-46.9% | $6,710-61.4% |
| Admin fee / account holder | $307 | $7,877-96.1% | $6,730-95.4% | $11,403-97.3% |