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 | $33,286 | $65,561-49.2% | $91,541-63.6% | $74,304-55.2% |
| Participation rate | 56.3% | 56.6%-0.3pp | 69.8%-13.5pp | 60.3%-4.0pp |
| Annual return | 26.31% | 17.68%+8.6pp | 20.50%+5.8pp | 29.43%-3.1pp |
| Employer contribution / active EE | $954 | $1,717-44.4% | $2,505-61.9% | $2,241-57.4% |
| Participant deferral / active EE | $2,232 | $2,918-23.5% | $4,008-44.3% | $3,767-40.7% |
| Admin fee / account holder | $1,186 | $3,333-64.4% | $6,956-83.0% | $2,969-60.1% |