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 | $38,319 | $153,772-75.1% | $133,980-71.4% | $273,961-86.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 7.33% | 36.51%-29.2pp | 29.30%-22.0pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,914 | $6,029-68.3% | $5,211-63.3% | $4,869-60.7% |
| Participant deferral / active EE | $2,706 | $6,958-61.1% | $6,282-56.9% | $5,287-48.8% |
| Admin fee / account holder | $1,565 | $11,765-86.7% | $9,324-83.2% | $10,132-84.6% |