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 | $42,389 | $86,929-51.2% | $102,423-58.6% | $80,856-47.6% |
| Participation rate | 61.5% | 72.4%-10.8pp | 76.5%-15.0pp | 67.6%-6.1pp |
| Annual return | 16.19% | 18.88%-2.7pp | 29.32%-13.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,907 | $2,369+22.7% | $3,023-3.9% | $2,755+5.5% |
| Participant deferral / active EE | $5,044 | $4,118+22.5% | $5,053-0.2% | $4,296+17.4% |
| Admin fee / account holder | $437 | $8,049-94.6% | $9,451-95.4% | $6,918-93.7% |