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 | $35,830 | $163,101-78.0% | $136,749-73.8% | $142,382-74.8% |
| Participation rate | 69.2% | 78.2%-9.0pp | 72.1%-2.9pp | 80.1%-10.9pp |
| Annual return | 16.59% | 27.54%-10.9pp | 24.33%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,318 | $4,117-43.7% | $3,400-31.8% | $4,299-46.1% |
| Participant deferral / active EE | $1,373 | $5,585-75.4% | $4,692-70.7% | $6,507-78.9% |
| Admin fee / account holder | $563 | $14,318-96.1% | $11,386-95.1% | $12,624-95.5% |