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 | $39,259 | $78,672-50.1% | $109,143-64.0% | $85,850-54.3% |
| Participation rate | 62.3% | 68.3%-6.0pp | 75.9%-13.6pp | 69.3%-7.0pp |
| Annual return | 16.55% | 25.09%-8.5pp | 25.75%-9.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $2,587 | $2,735-5.4% | $3,722-30.5% | $2,565+0.9% |
| Participant deferral / active EE | $5,408 | $3,467+56.0% | $4,653+16.2% | $3,952+36.9% |
| Admin fee / account holder | $3,523 | $5,469-35.6% | $6,752-47.8% | $6,260-43.7% |