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 | $37,283 | $76,367-51.2% | $93,606-60.2% | $72,985-48.9% |
| Participation rate | 62.5% | 71.7%-9.2pp | 75.8%-13.3pp | 69.5%-7.0pp |
| Annual return | 22.43% | 25.82%-3.4pp | 32.76%-10.3pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,864 | $2,275-18.1% | $2,718-31.4% | $2,440-23.6% |
| Participant deferral / active EE | $2,604 | $3,538-26.4% | $4,069-36.0% | $3,607-27.8% |
| Admin fee / account holder | $2,810 | $6,838-58.9% | $7,888-64.4% | $5,124-45.2% |