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 | $39,336 | $87,733-55.2% | $106,548-63.1% | $85,850-54.2% |
| Participation rate | 55.3% | 71.9%-16.7pp | 76.1%-20.9pp | 69.3%-14.1pp |
| Annual return | 14.63% | 21.86%-7.2pp | 26.80%-12.2pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,522 | $2,073-26.6% | $2,819-46.0% | $2,565-40.7% |
| Participant deferral / active EE | $2,649 | $3,469-23.6% | $4,398-39.8% | $3,952-33.0% |
| Admin fee / account holder | $1,859 | $6,767-72.5% | $7,407-74.9% | $6,260-70.3% |