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 | $41,595 | $73,933-43.7% | $96,683-57.0% | $75,163-44.7% |
| Participation rate | 65.2% | 66.4%-1.2pp | 74.3%-9.1pp | 67.2%-2.0pp |
| Annual return | 18.22% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,093 | $2,928-28.5% | $3,737-44.0% | $2,670-21.6% |
| Participant deferral / active EE | $4,637 | $3,659+26.7% | $4,878-4.9% | $4,125+12.4% |
| Admin fee / account holder | $432 | $5,216-91.7% | $6,730-93.6% | $5,651-92.4% |