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 | $37,828 | $117,983-67.9% | $101,794-62.8% | $142,382-73.4% |
| Participation rate | 57.9% | 74.2%-16.3pp | 69.2%-11.3pp | 80.1%-22.2pp |
| Annual return | 10.67% | 36.92%-26.2pp | 30.53%-19.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,053 | $2,773-62.0% | $2,289-54.0% | $4,299-75.5% |
| Participant deferral / active EE | $1,777 | $4,714-62.3% | $4,084-56.5% | $6,507-72.7% |
| Admin fee / account holder | $7,528 | $10,433-27.8% | $8,777-14.2% | $12,624-40.4% |