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 | $41,543 | $109,413-62.0% | $156,263-73.4% | $84,808-51.0% |
| Participation rate | 58.0% | 72.7%-14.7pp | 78.9%-20.9pp | 68.3%-10.3pp |
| Annual return | 15.25% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,554 | $2,907-46.6% | $4,333-64.1% | $2,631-40.9% |
| Participant deferral / active EE | $2,880 | $4,590-37.2% | $6,158-53.2% | $4,212-31.6% |
| Admin fee / account holder | $6,414 | $9,357-31.4% | $14,255-55.0% | $7,344-12.7% |