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 | $36,614 | $86,286-57.6% | $111,297-67.1% | $85,850-57.4% |
| Participation rate | 62.5% | 73.3%-10.8pp | 77.3%-14.8pp | 69.3%-6.8pp |
| Annual return | 12.85% | 19.99%-7.1pp | 54.65%-41.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,155 | $2,043-43.5% | $2,731-57.7% | $2,565-55.0% |
| Participant deferral / active EE | $2,340 | $3,641-35.7% | $4,487-47.8% | $3,952-40.8% |
| Admin fee / account holder | $497 | $8,188-93.9% | $7,964-93.8% | $6,260-92.1% |