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 | $31,308 | $78,705-60.2% | $117,854-73.4% | $70,131-55.4% |
| Participation rate | 62.2% | 73.2%-11.0pp | 79.7%-17.5pp | 69.5%-7.4pp |
| Annual return | 15.74% | 23.30%-7.6pp | 335.08%-319.3pp | 73.14%-57.4pp |
| Employer contribution / active EE | $602 | $2,223-72.9% | $3,786-84.1% | $2,342-74.3% |
| Participant deferral / active EE | $2,462 | $3,297-25.3% | $4,482-45.1% | $3,332-26.1% |
| Admin fee / account holder | $1,334 | $5,065-73.7% | $8,020-83.4% | $4,645-71.3% |