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 | $41,974 | $81,248-48.3% | $155,509-73.0% | $80,856-48.1% |
| Participation rate | 67.4% | 66.2%+1.2pp | 78.2%-10.7pp | 67.6%-0.2pp |
| Annual return | 11.76% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,503 | $3,100-19.3% | $4,672-46.4% | $2,755-9.2% |
| Participant deferral / active EE | $1,112 | $3,452-67.8% | $5,626-80.2% | $4,296-74.1% |
| Admin fee / account holder | $1,228 | $7,997-84.6% | $15,912-92.3% | $6,918-82.3% |