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 | $41,638 | $56,423-26.2% | $77,163-46.0% | $71,457-41.7% |
| Participation rate | 55.0% | 64.3%-9.3pp | 69.6%-14.6pp | 67.9%-12.9pp |
| Annual return | 15.06% | 19.05%-4.0pp | 37.87%-22.8pp | 28.85%-13.8pp |
| Employer contribution / active EE | $1,582 | $1,866-15.2% | $2,535-37.6% | $2,588-38.8% |
| Participant deferral / active EE | $3,841 | $3,142+22.3% | $3,833+0.2% | $4,289-10.4% |
| Admin fee / account holder | $17,068 | $1,429+1094.5% | $5,472+211.9% | $1,587+975.3% |