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 | $40,216 | $83,477-51.8% | $125,175-67.9% | $72,985-44.9% |
| Participation rate | 44.4% | 73.3%-28.9pp | 79.8%-35.3pp | 69.5%-25.0pp |
| Annual return | 23.62% | 25.78%-2.2pp | 43.79%-20.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $656 | $2,345-72.0% | $3,865-83.0% | $2,440-73.1% |
| Participant deferral / active EE | $2,509 | $3,585-30.0% | $4,937-49.2% | $3,607-30.5% |
| Admin fee / account holder | $708 | $5,517-87.2% | $9,702-92.7% | $5,124-86.2% |