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 | $34,918 | $46,553-25.0% | $64,056-45.5% | $75,163-53.5% |
| Participation rate | 63.7% | 65.9%-2.2pp | 72.3%-8.6pp | 67.2%-3.4pp |
| Annual return | 24.93% | 26.03%-1.1pp | 33.69%-8.8pp | 160.62%-135.7pp |
| Employer contribution / active EE | $1,159 | $1,974-41.3% | $2,747-57.8% | $2,670-56.6% |
| Participant deferral / active EE | $3,594 | $2,837+26.7% | $3,880-7.4% | $4,125-12.9% |
| Admin fee / account holder | $4,376 | $2,952+48.2% | $3,068+42.6% | $5,651-22.6% |