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 | $33,484 | $51,045-34.4% | $70,515-52.5% | $71,457-53.1% |
| Participation rate | 58.4% | 59.4%-1.0pp | 68.3%-9.9pp | 67.9%-9.5pp |
| Annual return | 32.07% | 42.63%-10.6pp | 32.77%-0.7pp | 28.85%+3.2pp |
| Employer contribution / active EE | $2,297 | $1,790+28.3% | $2,973-22.8% | $2,588-11.2% |
| Participant deferral / active EE | $3,051 | $3,026+0.8% | $4,567-33.2% | $4,289-28.9% |
| Admin fee / account holder | $342 | $1,994-82.9% | $6,412-94.7% | $1,587-78.5% |