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 | $43,607 | $77,634-43.8% | $156,549-72.1% | $62,891-30.7% |
| Participation rate | 59.6% | 71.2%-11.7pp | 84.0%-24.5pp | 69.3%-9.8pp |
| Annual return | 9.41% | 50.32%-40.9pp | 32.23%-22.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $743 | $3,444-78.4% | $5,501-86.5% | $2,281-67.4% |
| Participant deferral / active EE | $1,263 | $3,045-58.5% | $4,871-74.1% | $3,203-60.6% |
| Admin fee / account holder | $2,189 | $5,561-60.6% | $13,027-83.2% | $4,296-49.0% |