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 | $30,074 | $73,933-59.3% | $96,683-68.9% | $75,163-60.0% |
| Participation rate | 58.8% | 66.4%-7.6pp | 74.3%-15.5pp | 67.2%-8.4pp |
| Annual return | 16.97% | 26.70%-9.7pp | 35.69%-18.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,282 | $2,928-56.2% | $3,737-65.7% | $2,670-52.0% |
| Participant deferral / active EE | $2,658 | $3,659-27.4% | $4,878-45.5% | $4,125-35.6% |
| Admin fee / account holder | $1,072 | $5,216-79.4% | $6,730-84.1% | $5,651-81.0% |