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 | $32,643 | $93,571-65.1% | $135,903-76.0% | $75,163-56.6% |
| Participation rate | 53.8% | 75.2%-21.3pp | 81.9%-28.1pp | 67.2%-13.3pp |
| Annual return | 28.69% | 30.90%-2.2pp | 68.23%-39.5pp | 160.62%-131.9pp |
| Employer contribution / active EE | $1,031 | $3,537-70.8% | $4,856-78.8% | $2,670-61.4% |
| Participant deferral / active EE | $5,505 | $6,404-14.0% | $7,758-29.0% | $4,125+33.5% |
| Admin fee / account holder | $981 | $6,975-85.9% | $10,762-90.9% | $5,651-82.6% |