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 | $41,992 | $80,717-48.0% | $154,803-72.9% | $84,808-50.5% |
| Participation rate | 68.3% | 66.8%+1.5pp | 78.1%-9.7pp | 68.3%0pp |
| Annual return | 17.40% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,583 | $2,761-42.7% | $4,305-63.2% | $2,631-39.8% |
| Participant deferral / active EE | $3,035 | $3,303-8.1% | $5,540-45.2% | $4,212-27.9% |
| Admin fee / account holder | $1,378 | $6,746-79.6% | $14,329-90.4% | $7,344-81.2% |