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 | $44,260 | $93,571-52.7% | $135,903-67.4% | $75,163-41.1% |
| Participation rate | 66.3% | 75.2%-8.9pp | 81.9%-15.6pp | 67.2%-0.9pp |
| Annual return | 24.20% | 30.90%-6.7pp | 68.23%-44.0pp | 160.62%-136.4pp |
| Employer contribution / active EE | $1,443 | $3,537-59.2% | $4,856-70.3% | $2,670-45.9% |
| Participant deferral / active EE | $6,655 | $6,404+3.9% | $7,758-14.2% | $4,125+61.3% |
| Admin fee / account holder | $3,124 | $6,975-55.2% | $10,762-71.0% | $5,651-44.7% |