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 | $48,204 | $86,944-44.6% | $107,525-55.2% | $74,304-35.1% |
| Participation rate | 57.0% | 59.6%-2.6pp | 75.1%-18.1pp | 60.3%-3.4pp |
| Annual return | 20.68% | 23.52%-2.8pp | 181.32%-160.6pp | 29.43%-8.7pp |
| Employer contribution / active EE | $2,642 | $2,757-4.2% | $3,754-29.6% | $2,241+17.9% |
| Participant deferral / active EE | $3,731 | $3,554+5.0% | $5,116-27.1% | $3,767-1.0% |
| Admin fee / account holder | $4,345 | $3,727+16.6% | $8,919-51.3% | $2,969+46.4% |