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 | $43,511 | $49,227-11.6% | $70,449-38.2% | $79,858-45.5% |
| Participation rate | 61.4% | 69.2%-7.8pp | 75.1%-13.7pp | 69.6%-8.3pp |
| Annual return | 26.56% | 30.06%-3.5pp | 109.03%-82.5pp | 31.71%-5.2pp |
| Employer contribution / active EE | $2,661 | $2,099+26.8% | $2,737-2.8% | $2,471+7.7% |
| Participant deferral / active EE | $5,572 | $2,768+101.3% | $3,709+50.2% | $3,740+49.0% |
| Admin fee / account holder | $8,650 | $2,878+200.5% | $3,845+125.0% | $5,306+63.0% |