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 | $39,040 | $109,881-64.5% | $150,045-74.0% | $84,808-54.0% |
| Participation rate | 65.2% | 76.1%-10.9pp | 82.3%-17.2pp | 68.3%-3.2pp |
| Annual return | 42.59% | 28.25%+14.3pp | 62.55%-20.0pp | 40.90%+1.7pp |
| Employer contribution / active EE | $2,085 | $3,561-41.4% | $4,693-55.6% | $2,631-20.7% |
| Participant deferral / active EE | $6,507 | $6,636-1.9% | $7,997-18.6% | $4,212+54.5% |
| Admin fee / account holder | $4,508 | $8,568-47.4% | $13,435-66.4% | $7,344-38.6% |