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 | $27,724 | $80,968-65.8% | $96,544-71.3% | $75,163-63.1% |
| Participation rate | 64.0% | 71.8%-7.8pp | 76.0%-12.0pp | 67.2%-3.2pp |
| Annual return | 24.88% | 27.06%-2.2pp | 25.84%-1.0pp | 160.62%-135.7pp |
| Employer contribution / active EE | $1,319 | $2,282-42.2% | $2,965-55.5% | $2,670-50.6% |
| Participant deferral / active EE | $2,829 | $3,928-28.0% | $4,851-41.7% | $4,125-31.4% |
| Admin fee / account holder | $6,684 | $6,724-0.6% | $8,252-19.0% | $5,651+18.3% |