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 5-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 | $30,418 | $117,983-74.2% | $101,794-70.1% | $142,382-78.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 13.56% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $5,225 | $2,773+88.4% | $2,289+128.3% | $4,299+21.5% |
| Participant deferral / active EE | $11,750 | $4,714+149.3% | $4,084+187.7% | $6,507+80.6% |
| Admin fee / account holder | $2,011 | $10,433-80.7% | $8,777-77.1% | $12,624-84.1% |