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 | $41,692 | $93,571-55.4% | $135,903-69.3% | $75,163-44.5% |
| Participation rate | 65.9% | 75.2%-9.3pp | 81.9%-16.0pp | 67.2%-1.3pp |
| Annual return | 27.20% | 30.90%-3.7pp | 68.23%-41.0pp | 160.62%-133.4pp |
| Employer contribution / active EE | $2,842 | $3,537-19.6% | $4,856-41.5% | $2,670+6.4% |
| Participant deferral / active EE | $3,281 | $6,404-48.8% | $7,758-57.7% | $4,125-20.5% |
| Admin fee / account holder | $8,502 | $6,975+21.9% | $10,762-21.0% | $5,651+50.5% |