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 | $10,603 | $60,022-82.3% | $88,946-88.1% | $84,808-87.5% |
| Participation rate | 60.7% | 57.8%+2.9pp | 68.8%-8.1pp | 68.3%-7.6pp |
| Annual return | 15.73% | 22.43%-6.7pp | 57.82%-42.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,035 | $1,703-39.2% | $2,555-59.5% | $2,631-60.7% |
| Participant deferral / active EE | $2,936 | $3,114-5.7% | $4,581-35.9% | $4,212-30.3% |
| Admin fee / account holder | $666 | $4,811-86.2% | $8,261-91.9% | $7,344-90.9% |