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 | $42,032 | $76,552-45.1% | $123,892-66.1% | $62,891-33.2% |
| Participation rate | 54.5% | 73.0%-18.4pp | 81.4%-26.9pp | 69.3%-14.8pp |
| Annual return | 9.87% | 18.68%-8.8pp | 47.52%-37.6pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,460 | $2,883-49.3% | $4,617-68.4% | $2,281-36.0% |
| Participant deferral / active EE | $4,639 | $4,840-4.1% | $5,984-22.5% | $3,203+44.8% |
| Admin fee / account holder | $1,235 | $4,826-74.4% | $8,357-85.2% | $4,296-71.2% |