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 | $33,479 | $62,127-46.1% | $81,382-58.9% | $74,495-55.1% |
| Participation rate | 36.3% | 64.0%-27.7pp | 69.5%-33.2pp | 67.2%-30.9pp |
| Annual return | 11.75% | 16.48%-4.7pp | 24.73%-13.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $848 | $1,882-54.9% | $2,463-65.5% | $2,623-67.7% |
| Participant deferral / active EE | $1,587 | $3,229-50.8% | $3,883-59.1% | $4,346-63.5% |
| Admin fee / account holder | $1,637 | $1,934-15.4% | $5,768-71.6% | $1,942-15.7% |