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 | $32,693 | $54,705-40.2% | $71,209-54.1% | $84,808-61.5% |
| Participation rate | 64.7% | 64.1%+0.6pp | 73.8%-9.0pp | 68.3%-3.6pp |
| Annual return | 18.76% | 35.90%-17.1pp | 282.51%-263.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,025 | $2,158-52.5% | $2,721-62.3% | $2,631-61.0% |
| Participant deferral / active EE | $2,393 | $3,030-21.0% | $4,175-42.7% | $4,212-43.2% |
| Admin fee / account holder | $2,481 | $4,863-49.0% | $5,349-53.6% | $7,344-66.2% |