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 | $40,224 | $55,706-27.8% | $75,886-47.0% | $72,985-44.9% |
| Participation rate | 64.3% | 61.1%+3.2pp | 69.3%-5.0pp | 69.5%-5.2pp |
| Annual return | 37.50% | 27.59%+9.9pp | 30.76%+6.7pp | 81.00%-43.5pp |
| Employer contribution / active EE | $1,347 | $1,687-20.1% | $2,500-46.1% | $2,440-44.8% |
| Participant deferral / active EE | $4,130 | $2,634+56.8% | $3,603+14.6% | $3,607+14.5% |
| Admin fee / account holder | $938 | $3,978-76.4% | $5,418-82.7% | $5,124-81.7% |