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 | $43,017 | $91,407-52.9% | $135,903-68.3% | $71,457-39.8% |
| Participation rate | 63.9% | 75.7%-11.8pp | 81.9%-18.0pp | 67.9%-4.1pp |
| Annual return | 19.95% | 29.90%-9.9pp | 68.23%-48.3pp | 28.85%-8.9pp |
| Employer contribution / active EE | $1,032 | $3,703-72.1% | $4,856-78.7% | $2,588-60.1% |
| Participant deferral / active EE | $5,739 | $7,092-19.1% | $7,758-26.0% | $4,289+33.8% |
| Admin fee / account holder | $1,129 | $1,266-10.8% | $10,762-89.5% | $1,587-28.9% |