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 | $40,081 | $81,947-51.1% | $105,387-62.0% | $72,985-45.1% |
| Participation rate | 56.0% | 76.5%-20.6pp | 82.6%-26.6pp | 69.5%-13.5pp |
| Annual return | 21.12% | 42.90%-21.8pp | 26.82%-5.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,031 | $3,468-41.4% | $4,213-51.8% | $2,440-16.8% |
| Participant deferral / active EE | $3,826 | $4,494-14.9% | $5,502-30.5% | $3,607+6.1% |
| Admin fee / account holder | $3,159 | $6,258-49.5% | $6,559-51.8% | $5,124-38.4% |