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 | $42,025 | $72,012-41.6% | $185,823-77.4% | $79,858-47.4% |
| Participation rate | 58.0% | 65.8%-7.8pp | 78.0%-20.0pp | 69.6%-11.6pp |
| Annual return | 24.54% | 23.12%+1.4pp | 35.95%-11.4pp | 31.71%-7.2pp |
| Employer contribution / active EE | $537 | $1,965-72.7% | $4,087-86.9% | $2,471-78.3% |
| Participant deferral / active EE | $3,630 | $3,779-3.9% | $5,632-35.6% | $3,740-3.0% |
| Admin fee / account holder | $977 | $4,513-78.4% | $9,500-89.7% | $5,306-81.6% |