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 | $44,743 | $70,428-36.5% | $96,562-53.7% | $85,850-47.9% |
| Participation rate | 56.1% | 61.8%-5.7pp | 69.8%-13.7pp | 69.3%-13.2pp |
| Annual return | 14.92% | 18.59%-3.7pp | 37.78%-22.9pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,085 | $1,413-23.2% | $2,356-54.0% | $2,565-57.7% |
| Participant deferral / active EE | $2,579 | $2,894-10.9% | $3,849-33.0% | $3,952-34.7% |
| Admin fee / account holder | $985 | $4,997-80.3% | $6,181-84.1% | $6,260-84.3% |