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 | $38,902 | $56,277-30.9% | $80,975-52.0% | $62,891-38.1% |
| Participation rate | 50.6% | 69.0%-18.4pp | 75.8%-25.2pp | 69.3%-18.7pp |
| Annual return | 9.56% | 22.12%-12.6pp | 17.10%-7.5pp | 20.14%-10.6pp |
| Employer contribution / active EE | $424 | $1,943-78.2% | $3,714-88.6% | $2,281-81.4% |
| Participant deferral / active EE | $5,251 | $4,195+25.2% | $5,696-7.8% | $3,203+63.9% |
| Admin fee / account holder | $4,118 | $3,741+10.1% | $5,516-25.3% | $4,296-4.1% |