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 | $42,288 | $72,492-41.7% | $87,100-51.4% | $72,985-42.1% |
| Participation rate | 58.6% | 72.8%-14.2pp | 76.9%-18.2pp | 69.5%-10.9pp |
| Annual return | 21.55% | 24.46%-2.9pp | 28.19%-6.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,495 | $1,894-21.0% | $2,521-40.7% | $2,440-38.7% |
| Participant deferral / active EE | $3,535 | $3,270+8.1% | $4,049-12.7% | $3,607-2.0% |
| Admin fee / account holder | $18,039 | $5,055+256.9% | $7,497+140.6% | $5,124+252.0% |