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 | $42,517 | $78,926-46.1% | $136,749-68.9% | $84,808-49.9% |
| Participation rate | 66.7% | 62.2%+4.5pp | 72.1%-5.5pp | 68.3%-1.6pp |
| Annual return | 16.00% | 18.17%-2.2pp | 24.33%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,836 | $2,134+79.7% | $3,400+12.8% | $2,631+45.8% |
| Participant deferral / active EE | $2,260 | $3,168-28.7% | $4,692-51.8% | $4,212-46.3% |
| Admin fee / account holder | $969 | $6,369-84.8% | $11,386-91.5% | $7,344-86.8% |