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 | $41,618 | $81,248-48.8% | $155,509-73.2% | $80,856-48.5% |
| Participation rate | 66.2% | 66.2%0pp | 78.2%-12.0pp | 67.6%-1.4pp |
| Annual return | 12.35% | 33.31%-21.0pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $426 | $3,100-86.3% | $4,672-90.9% | $2,755-84.6% |
| Participant deferral / active EE | $3,129 | $3,452-9.3% | $5,626-44.4% | $4,296-27.2% |
| Admin fee / account holder | $1,432 | $7,997-82.1% | $15,912-91.0% | $6,918-79.3% |