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 | $32,749 | $62,586-47.7% | $76,768-57.3% | $64,186-49.0% |
| Participation rate | 66.7% | 72.8%-6.1pp | 77.0%-10.3pp | 69.6%-2.9pp |
| Annual return | 18.69% | -1.95%+20.6pp | 2.43%+16.3pp | 7.63%+11.1pp |
| Employer contribution / active EE | $1,007 | $1,832-45.0% | $2,485-59.5% | $2,381-57.7% |
| Participant deferral / active EE | $1,583 | $3,145-49.7% | $3,852-58.9% | $3,470-54.4% |
| Admin fee / account holder | $325 | $4,667-93.0% | $6,675-95.1% | $4,888-93.4% |