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 | $42,737 | $76,050-43.8% | $96,544-55.7% | $71,457-40.2% |
| Participation rate | 44.0% | 74.4%-30.4pp | 76.0%-32.0pp | 67.9%-23.9pp |
| Annual return | 21.15% | 22.81%-1.7pp | 25.84%-4.7pp | 28.85%-7.7pp |
| Employer contribution / active EE | $1,340 | $2,244-40.3% | $2,965-54.8% | $2,588-48.2% |
| Participant deferral / active EE | $2,857 | $4,215-32.2% | $4,851-41.1% | $4,289-33.4% |
| Admin fee / account holder | $4,624 | $2,707+70.8% | $8,252-44.0% | $1,587+191.3% |