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 | $53,829 | $78,422-31.4% | $95,952-43.9% | $79,858-32.6% |
| Participation rate | 47.9% | 73.5%-25.6pp | 77.1%-29.2pp | 69.6%-21.7pp |
| Annual return | 29.86% | 19.37%+10.5pp | 91.61%-61.8pp | 31.71%-1.9pp |
| Employer contribution / active EE | $881 | $1,945-54.7% | $2,541-65.3% | $2,471-64.3% |
| Participant deferral / active EE | $5,208 | $3,440+51.4% | $4,167+25.0% | $3,740+39.2% |
| Admin fee / account holder | $2,482 | $5,622-55.8% | $6,795-63.5% | $5,306-53.2% |