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 | $33,664 | $94,625-64.4% | $116,228-71.0% | $84,808-60.3% |
| Participation rate | 64.3% | 70.4%-6.2pp | 74.6%-10.3pp | 68.3%-4.0pp |
| Annual return | 19.82% | 20.40%-0.6pp | 90.06%-70.2pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,565 | $2,347-33.3% | $2,994-47.7% | $2,631-40.5% |
| Participant deferral / active EE | $3,830 | $3,972-3.6% | $4,953-22.7% | $4,212-9.1% |
| Admin fee / account holder | $2,275 | $10,091-77.5% | $11,989-81.0% | $7,344-69.0% |