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 | $40,072 | $77,813-48.5% | $123,544-67.6% | $64,186-37.6% |
| Participation rate | 65.7% | 74.7%-9.0pp | 82.3%-16.6pp | 69.6%-3.9pp |
| Annual return | 20.17% | 12.48%+7.7pp | 119.20%-99.0pp | 7.63%+12.5pp |
| Employer contribution / active EE | $2,025 | $3,014-32.8% | $4,628-56.2% | $2,381-14.9% |
| Participant deferral / active EE | $4,427 | $5,240-15.5% | $6,426-31.1% | $3,470+27.6% |
| Admin fee / account holder | $8,254 | $5,519+49.6% | $9,284-11.1% | $4,888+68.9% |