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 | $41,564 | $181,894-77.1% | $156,549-73.4% | $273,961-84.8% |
| Participation rate | 37.5% | 88.4%-50.9pp | 84.0%-46.5pp | 83.0%-45.5pp |
| Annual return | 11.13% | 30.74%-19.6pp | 32.23%-21.1pp | 41.45%-30.3pp |
| Employer contribution / active EE | $2,222 | $6,248-64.4% | $5,501-59.6% | $4,869-54.4% |
| Participant deferral / active EE | $3,304 | $5,550-40.5% | $4,871-32.2% | $5,287-37.5% |
| Admin fee / account holder | $457 | $15,559-97.1% | $13,027-96.5% | $10,132-95.5% |