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 | $33,819 | $48,795-30.7% | $65,493-48.4% | $84,808-60.1% |
| Participation rate | 63.3% | 67.0%-3.6pp | 73.1%-9.8pp | 68.3%-5.0pp |
| Annual return | 21.44% | 20.20%+1.2pp | 982.45%-961.0pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,484 | $1,930-23.1% | $2,574-42.3% | $2,631-43.6% |
| Participant deferral / active EE | $3,989 | $2,928+36.2% | $3,961+0.7% | $4,212-5.3% |
| Admin fee / account holder | $4,690 | $3,877+21.0% | $5,028-6.7% | $7,344-36.1% |