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 | $33,102 | $53,127-37.7% | $86,590-61.8% | $70,131-52.8% |
| Participation rate | 63.9% | 65.3%-1.4pp | 73.5%-9.7pp | 69.5%-5.7pp |
| Annual return | 12.91% | 27.66%-14.7pp | 964.84%-951.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,845 | $2,068-10.8% | $2,839-35.0% | $2,342-21.2% |
| Participant deferral / active EE | $2,531 | $2,696-6.1% | $3,609-29.9% | $3,332-24.0% |
| Admin fee / account holder | $1,196 | $3,585-66.6% | $4,906-75.6% | $4,645-74.2% |