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 | $34,884 | $80,717-56.8% | $154,803-77.5% | $84,808-58.9% |
| Participation rate | 35.7% | 66.8%-31.1pp | 78.1%-42.4pp | 68.3%-32.6pp |
| Annual return | 18.64% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,008 | $2,761-63.5% | $4,305-76.6% | $2,631-61.7% |
| Participant deferral / active EE | $3,899 | $3,303+18.0% | $5,540-29.6% | $4,212-7.4% |
| Admin fee / account holder | $18,942 | $6,746+180.8% | $14,329+32.2% | $7,344+157.9% |