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 | $37,934 | $60,892-37.7% | $82,389-54.0% | $84,808-55.3% |
| Participation rate | 55.7% | 63.3%-7.5pp | 69.5%-13.8pp | 68.3%-12.6pp |
| Annual return | 14.27% | 37.29%-23.0pp | 28.67%-14.4pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,006 | $1,779-43.5% | $2,517-60.0% | $2,631-61.8% |
| Participant deferral / active EE | $1,488 | $3,179-53.2% | $4,155-64.2% | $4,212-64.7% |
| Admin fee / account holder | $1,840 | $5,467-66.3% | $7,231-74.6% | $7,344-74.9% |