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 | $37,943 | $64,839-41.5% | $95,585-60.3% | $84,808-55.3% |
| Participation rate | 60.6% | 63.8%-3.2pp | 72.1%-11.5pp | 68.3%-7.7pp |
| Annual return | 16.87% | -670.96%+687.8pp | 38.56%-21.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,211 | $2,965+8.3% | $4,023-20.2% | $4,212-23.8% |
| Admin fee / account holder | $7,411 | $5,964+24.3% | $6,127+20.9% | $7,344+0.9% |