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 | $34,927 | $89,652-61.0% | $141,162-75.3% | $65,185-46.4% |
| Participation rate | 48.5% | 74.7%-26.2pp | 82.5%-33.9pp | 70.2%-21.7pp |
| Annual return | 23.26% | 32.79%-9.5pp | 71.39%-48.1pp | 29.38%-6.1pp |
| Employer contribution / active EE | $1,022 | $3,065-66.6% | $4,735-78.4% | $2,177-53.0% |
| Participant deferral / active EE | $4,020 | $5,691-29.4% | $6,709-40.1% | $3,514+14.4% |
| Admin fee / account holder | $2,301 | $569+304.8% | $10,261-77.6% | $847+171.7% |