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 | $40,261 | $58,523-31.2% | $99,443-59.5% | $72,985-44.8% |
| Participation rate | 63.8% | 64.6%-0.8pp | 73.8%-10.0pp | 69.5%-5.7pp |
| Annual return | 20.31% | 28.51%-8.2pp | 30.72%-10.4pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,227 | $1,512-18.9% | $2,540-51.7% | $2,440-49.7% |
| Participant deferral / active EE | $3,176 | $2,606+21.9% | $3,619-12.2% | $3,607-12.0% |
| Admin fee / account holder | $528 | $4,102-87.1% | $6,250-91.5% | $5,124-89.7% |