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 | $41,445 | $83,477-50.4% | $125,175-66.9% | $72,985-43.2% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | 22.57% | 25.78%-3.2pp | 43.79%-21.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $2,208 | $2,345-5.9% | $3,865-42.9% | $2,440-9.5% |
| Participant deferral / active EE | $4,293 | $3,585+19.7% | $4,937-13.0% | $3,607+19.0% |
| Admin fee / account holder | $445 | $5,517-91.9% | $9,702-95.4% | $5,124-91.3% |