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 | $40,239 | $110,257-63.5% | $96,544-58.3% | $139,434-71.1% |
| Participation rate | 68.2% | 78.1%-9.9pp | 76.0%-7.8pp | 80.3%-12.1pp |
| Annual return | 14.96% | 26.32%-11.4pp | 25.84%-10.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,607 | $3,620-28.0% | $2,965-12.1% | $4,751-45.1% |
| Participant deferral / active EE | $4,710 | $5,548-15.1% | $4,851-2.9% | $6,710-29.8% |
| Admin fee / account holder | $5,727 | $11,591-50.6% | $8,252-30.6% | $11,403-49.8% |