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 | $38,397 | $81,460-52.9% | $103,333-62.8% | $80,856-52.5% |
| Participation rate | 67.7% | 66.8%+0.9pp | 74.5%-6.8pp | 67.6%+0.1pp |
| Annual return | 18.01% | 25.55%-7.5pp | 24.88%-6.9pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,944 | $3,105-37.4% | $3,868-49.7% | $2,755-29.4% |
| Participant deferral / active EE | $2,311 | $3,869-40.3% | $5,057-54.3% | $4,296-46.2% |
| Admin fee / account holder | $869 | $6,566-86.8% | $8,355-89.6% | $6,918-87.4% |