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 3-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 | $15,241 | $60,022-74.6% | $88,946-82.9% | $84,808-82.0% |
| Participation rate | 62.0% | 57.8%+4.2pp | 68.8%-6.8pp | 68.3%-6.3pp |
| Annual return | 21.17% | 22.43%-1.3pp | 57.82%-36.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,209 | $1,703+29.8% | $2,555-13.5% | $2,631-16.0% |
| Participant deferral / active EE | $3,357 | $3,114+7.8% | $4,581-26.7% | $4,212-20.3% |
| Admin fee / account holder | $3,002 | $4,811-37.6% | $8,261-63.7% | $7,344-59.1% |