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 | $40,369 | $80,968-50.1% | $96,544-58.2% | $75,163-46.3% |
| Participation rate | 64.0% | 71.8%-7.8pp | 76.0%-12.0pp | 67.2%-3.2pp |
| Annual return | 21.22% | 27.06%-5.8pp | 25.84%-4.6pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,504 | $2,282-34.1% | $2,965-49.3% | $2,670-43.7% |
| Participant deferral / active EE | $1,951 | $3,928-50.3% | $4,851-59.8% | $4,125-52.7% |
| Admin fee / account holder | $3,942 | $6,724-41.4% | $8,252-52.2% | $5,651-30.2% |