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 | $45,785 | $109,413-58.2% | $156,263-70.7% | $84,808-46.0% |
| Participation rate | 63.6% | 72.7%-9.1pp | 78.9%-15.3pp | 68.3%-4.7pp |
| Annual return | 19.99% | 20.18%-0.2pp | 59.47%-39.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,415 | $2,907-51.3% | $4,333-67.3% | $2,631-46.2% |
| Participant deferral / active EE | $5,013 | $4,590+9.2% | $6,158-18.6% | $4,212+19.0% |
| Admin fee / account holder | $8,111 | $9,357-13.3% | $14,255-43.1% | $7,344+10.4% |