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 | $57,361 | $79,171-27.5% | $102,423-44.0% | $74,495-23.0% |
| Participation rate | 65.0% | 74.8%-9.8pp | 76.5%-11.5pp | 67.2%-2.2pp |
| Annual return | 12.00% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,015 | $2,362-14.7% | $3,023-33.4% | $2,623-23.2% |
| Participant deferral / active EE | $4,714 | $4,415+6.8% | $5,053-6.7% | $4,346+8.5% |
| Admin fee / account holder | $7,520 | $2,001+275.9% | $9,451-20.4% | $1,942+287.3% |