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 | $37,951 | $60,022-36.8% | $88,946-57.3% | $84,808-55.3% |
| Participation rate | 57.4% | 57.8%-0.5pp | 68.8%-11.5pp | 68.3%-10.9pp |
| Annual return | 17.68% | 22.43%-4.8pp | 57.82%-40.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,074 | $1,703+21.8% | $2,555-18.8% | $2,631-21.2% |
| Participant deferral / active EE | $2,959 | $3,114-5.0% | $4,581-35.4% | $4,212-29.7% |
| Admin fee / account holder | $4,488 | $4,811-6.7% | $8,261-45.7% | $7,344-38.9% |