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 | $48,108 | $50,666-5.0% | $76,817-37.4% | $65,185-26.2% |
| Participation rate | 63.0% | 68.8%-5.8pp | 72.1%-9.1pp | 70.2%-7.2pp |
| Annual return | 20.07% | 28.51%-8.4pp | 1166.11%-1146.0pp | 29.38%-9.3pp |
| Employer contribution / active EE | $647 | $1,575-58.9% | $2,302-71.9% | $2,177-70.3% |
| Participant deferral / active EE | $2,098 | $2,647-20.7% | $3,336-37.1% | $3,514-40.3% |
| Admin fee / account holder | $852 | $463+84.0% | $6,420-86.7% | $847+0.6% |