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 | $55,308 | $85,022-34.9% | $70,515-21.6% | $139,434-60.3% |
| Participation rate | 26.7% | 73.9%-47.2pp | 68.3%-41.7pp | 80.3%-53.7pp |
| Annual return | 15.62% | 30.38%-14.8pp | 32.77%-17.2pp | 372.94%-357.3pp |
| Employer contribution / active EE | $716 | $3,909-81.7% | $2,973-75.9% | $4,751-84.9% |
| Participant deferral / active EE | $2,301 | $5,890-60.9% | $4,567-49.6% | $6,710-65.7% |
| Admin fee / account holder | $930 | $8,906-89.6% | $6,412-85.5% | $11,403-91.8% |