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 3-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 | $41,147 | $78,926-47.9% | $136,749-69.9% | $84,808-51.5% |
| Participation rate | 55.6% | 62.2%-6.6pp | 72.1%-16.6pp | 68.3%-12.8pp |
| Annual return | 32.70% | 18.17%+14.5pp | 24.33%+8.4pp | 40.90%-8.2pp |
| Employer contribution / active EE | $2,358 | $2,134+10.5% | $3,400-30.6% | $2,631-10.4% |
| Participant deferral / active EE | $5,817 | $3,168+83.6% | $4,692+24.0% | $4,212+38.1% |
| Admin fee / account holder | $2,265 | $6,369-64.4% | $11,386-80.1% | $7,344-69.2% |