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 | $29,670 | $79,944-62.9% | $98,439-69.9% | $75,163-60.5% |
| Participation rate | 60.6% | 70.4%-9.8pp | 75.2%-14.6pp | 67.2%-6.6pp |
| Annual return | 15.11% | 19.75%-4.6pp | 21.16%-6.0pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,236 | $2,264-1.2% | $3,048-26.7% | $2,670-16.3% |
| Participant deferral / active EE | $2,440 | $3,752-35.0% | $4,738-48.5% | $4,125-40.9% |
| Admin fee / account holder | $7,405 | $6,840+8.3% | $8,948-17.2% | $5,651+31.0% |