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 | $32,477 | $59,101-45.0% | $77,163-57.9% | $75,163-56.8% |
| Participation rate | 66.7% | 63.9%+2.8pp | 69.6%-2.9pp | 67.2%-0.5pp |
| Annual return | 21.17% | 26.71%-5.5pp | 37.87%-16.7pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,246 | $1,995-37.5% | $2,535-50.8% | $2,670-53.3% |
| Participant deferral / active EE | $3,074 | $2,999+2.5% | $3,833-19.8% | $4,125-25.5% |
| Admin fee / account holder | $1,350 | $4,774-71.7% | $5,472-75.3% | $5,651-76.1% |