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 | $29,376 | $91,190-67.8% | $178,490-83.5% | $79,858-63.2% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 14.80% | 24.19%-9.4pp | 151.07%-136.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,743 | $3,256-15.7% | $5,011-45.3% | $2,471+11.0% |
| Participant deferral / active EE | $3,256 | $3,236+0.6% | $5,202-37.4% | $3,740-13.0% |
| Admin fee / account holder | $3,528 | $6,751-47.7% | $13,984-74.8% | $5,306-33.5% |