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 | $44,866 | $72,277-37.9% | $101,248-55.7% | $79,858-43.8% |
| Participation rate | 68.9% | 68.5%+0.4pp | 75.8%-6.9pp | 69.6%-0.7pp |
| Annual return | 11.47% | 22.30%-10.8pp | 46.47%-35.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,370 | $2,692-49.1% | $3,660-62.6% | $2,471-44.5% |
| Participant deferral / active EE | $2,444 | $3,282-25.5% | $4,370-44.1% | $3,740-34.6% |
| Admin fee / account holder | $4,225 | $4,400-4.0% | $5,945-28.9% | $5,306-20.4% |