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 | $43,798 | $60,022-27.0% | $88,946-50.8% | $84,808-48.4% |
| Participation rate | 57.9% | 57.8%+0.1pp | 68.8%-11.0pp | 68.3%-10.4pp |
| Annual return | 17.01% | 22.43%-5.4pp | 57.82%-40.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,383 | $1,703-18.8% | $2,555-45.9% | $2,631-47.4% |
| Participant deferral / active EE | $1,511 | $3,114-51.5% | $4,581-67.0% | $4,212-64.1% |
| Admin fee / account holder | $6,288 | $4,811+30.7% | $8,261-23.9% | $7,344-14.4% |