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 | $44,229 | $51,175-13.6% | $70,515-37.3% | $75,163-41.2% |
| Participation rate | 60.4% | 60.9%-0.6pp | 68.3%-8.0pp | 67.2%-6.8pp |
| Annual return | 17.29% | 30.02%-12.7pp | 32.77%-15.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,825 | $1,826-0.1% | $2,973-38.6% | $2,670-31.6% |
| Participant deferral / active EE | $3,181 | $2,849+11.6% | $4,567-30.3% | $4,125-22.9% |
| Admin fee / account holder | $348 | $4,091-91.5% | $6,412-94.6% | $5,651-93.8% |