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 | $41,150 | $76,552-46.2% | $123,892-66.8% | $62,891-34.6% |
| Participation rate | 56.5% | 73.0%-16.5pp | 81.4%-24.9pp | 69.3%-12.8pp |
| Annual return | 13.64% | 18.68%-5.0pp | 47.52%-33.9pp | 20.14%-6.5pp |
| Employer contribution / active EE | $1,506 | $2,883-47.8% | $4,617-67.4% | $2,281-34.0% |
| Participant deferral / active EE | $2,705 | $4,840-44.1% | $5,984-54.8% | $3,203-15.6% |
| Admin fee / account holder | $693 | $4,826-85.6% | $8,357-91.7% | $4,296-83.9% |