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 | $42,976 | $110,257-61.0% | $96,544-55.5% | $139,434-69.2% |
| Participation rate | 68.4% | 78.1%-9.7pp | 76.0%-7.5pp | 80.3%-11.9pp |
| Annual return | 27.33% | 26.32%+1.0pp | 25.84%+1.5pp | 372.94%-345.6pp |
| Employer contribution / active EE | $1,707 | $3,620-52.8% | $2,965-42.4% | $4,751-64.1% |
| Participant deferral / active EE | $3,388 | $5,548-38.9% | $4,851-30.2% | $6,710-49.5% |
| Admin fee / account holder | $861 | $11,591-92.6% | $8,252-89.6% | $11,403-92.4% |