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 | $56,868 | $117,983-51.8% | $101,794-44.1% | $142,382-60.1% |
| Participation rate | 52.6% | 74.2%-21.6pp | 69.2%-16.6pp | 80.1%-27.5pp |
| Annual return | 12.88% | 36.92%-24.0pp | 30.53%-17.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,022 | $2,773-63.1% | $2,289-55.3% | $4,299-76.2% |
| Participant deferral / active EE | $2,005 | $4,714-57.5% | $4,084-50.9% | $6,507-69.2% |
| Admin fee / account holder | $3,896 | $10,433-62.7% | $8,777-55.6% | $12,624-69.1% |