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 | $45,594 | $77,419-41.1% | $69,455-34.4% | $152,861-70.2% |
| Participation rate | 68.4% | 78.1%-9.7pp | 74.6%-6.2pp | 82.4%-14.0pp |
| Annual return | 21.64% | 39.06%-17.4pp | 28.97%-7.3pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,381 | $3,315-58.3% | $2,779-50.3% | $4,762-71.0% |
| Participant deferral / active EE | $4,813 | $4,414+9.1% | $3,535+36.1% | $5,850-17.7% |
| Admin fee / account holder | $5,314 | $6,207-14.4% | $3,839+38.4% | $11,596-54.2% |