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 | $35,978 | $106,515-66.2% | $96,683-62.8% | $139,434-74.2% |
| Participation rate | 47.4% | 77.8%-30.5pp | 74.3%-27.0pp | 80.3%-33.0pp |
| Annual return | 11.89% | 38.43%-26.5pp | 35.69%-23.8pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,786 | $4,103-56.5% | $3,737-52.2% | $4,751-62.4% |
| Participant deferral / active EE | $6,241 | $5,454+14.4% | $4,878+27.9% | $6,710-7.0% |
| Admin fee / account holder | $10,382 | $7,877+31.8% | $6,730+54.3% | $11,403-9.0% |