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 | $42,889 | $78,926-45.7% | $136,749-68.6% | $84,808-49.4% |
| Participation rate | 58.5% | 62.2%-3.6pp | 72.1%-13.6pp | 68.3%-9.8pp |
| Annual return | 16.59% | 18.17%-1.6pp | 24.33%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,746 | $2,134-18.2% | $3,400-48.6% | $2,631-33.6% |
| Participant deferral / active EE | $2,278 | $3,168-28.1% | $4,692-51.4% | $4,212-45.9% |
| Admin fee / account holder | $439 | $6,369-93.1% | $11,386-96.1% | $7,344-94.0% |