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 | $32,490 | $76,050-57.3% | $96,544-66.3% | $71,457-54.5% |
| Participation rate | 63.6% | 74.4%-10.8pp | 76.0%-12.3pp | 67.9%-4.3pp |
| Annual return | 45.55% | 22.81%+22.7pp | 25.84%+19.7pp | 28.85%+16.7pp |
| Employer contribution / active EE | $1,179 | $2,244-47.4% | $2,965-60.2% | $2,588-54.4% |
| Participant deferral / active EE | $2,676 | $4,215-36.5% | $4,851-44.8% | $4,289-37.6% |
| Admin fee / account holder | $1,474 | $2,707-45.5% | $8,252-82.1% | $1,587-7.1% |