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 | $31,572 | $65,561-51.8% | $86,188-63.4% | $75,163-58.0% |
| Participation rate | 57.6% | 60.5%-2.9pp | 69.0%-11.4pp | 67.2%-9.6pp |
| Annual return | 14.99% | 46.05%-31.1pp | 1168.45%-1153.5pp | 160.62%-145.6pp |
| Employer contribution / active EE | $797 | $1,553-48.7% | $2,380-66.5% | $2,670-70.1% |
| Participant deferral / active EE | $2,127 | $3,024-29.7% | $3,985-46.6% | $4,125-48.4% |
| Admin fee / account holder | $4,725 | $5,474-13.7% | $6,852-31.0% | $5,651-16.4% |