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 | $31,380 | $117,841-73.4% | $102,423-69.4% | $145,922-78.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 10.78% | 31.65%-20.9pp | 29.32%-18.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,549 | $3,615-57.2% | $3,023-48.8% | $4,660-66.8% |
| Participant deferral / active EE | $2,133 | $5,731-62.8% | $5,053-57.8% | $6,688-68.1% |
| Admin fee / account holder | $13,268 | $13,326-0.4% | $9,451+40.4% | $13,397-1.0% |