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 | $30,756 | $61,774-50.2% | $97,226-68.4% | $80,856-62.0% |
| Participation rate | 36.8% | 63.5%-26.7pp | 72.7%-35.8pp | 67.6%-30.8pp |
| Annual return | 12.12% | -557.90%+570.0pp | 75.13%-63.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $556 | $1,837-69.7% | $2,729-79.6% | $2,755-79.8% |
| Participant deferral / active EE | $1,413 | $3,029-53.3% | $4,264-66.9% | $4,296-67.1% |
| Admin fee / account holder | $5,862 | $5,166+13.5% | $5,654+3.7% | $6,918-15.3% |