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 | $41,681 | $54,762-23.9% | $90,281-53.8% | $72,985-42.9% |
| Participation rate | 66.7% | 65.1%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 20.45% | 30.63%-10.2pp | 78.10%-57.6pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,951 | $2,092-6.7% | $2,854-31.6% | $2,440-20.0% |
| Participant deferral / active EE | $3,558 | $2,887+23.2% | $3,885-8.4% | $3,607-1.4% |
| Admin fee / account holder | $2,385 | $3,972-40.0% | $5,351-55.4% | $5,124-53.5% |