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 | $32,426 | $63,355-48.8% | $91,989-64.7% | $72,985-55.6% |
| Participation rate | 55.6% | 72.5%-17.0pp | 78.6%-23.1pp | 69.5%-13.9pp |
| Annual return | 22.62% | 35.35%-12.7pp | 69.02%-46.4pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,488 | $2,116-29.7% | $3,452-56.9% | $2,440-39.0% |
| Participant deferral / active EE | $2,627 | $4,883-46.2% | $5,923-55.6% | $3,607-27.2% |
| Admin fee / account holder | $3,235 | $4,668-30.7% | $7,743-58.2% | $5,124-36.9% |