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 | $34,410 | $48,230-28.7% | $67,502-49.0% | $80,856-57.4% |
| Participation rate | 56.8% | 66.4%-9.6pp | 72.9%-16.1pp | 67.6%-10.9pp |
| Annual return | 18.52% | 18.28%+0.2pp | 3512.12%-3493.6pp | 35.59%-17.1pp |
| Employer contribution / active EE | $633 | $2,020-68.7% | $2,731-76.8% | $2,755-77.0% |
| Participant deferral / active EE | $2,083 | $2,924-28.8% | $4,000-47.9% | $4,296-51.5% |
| Admin fee / account holder | $3,414 | $3,681-7.3% | $3,998-14.6% | $6,918-50.7% |