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 | $42,860 | $73,933-42.0% | $96,683-55.7% | $75,163-43.0% |
| Participation rate | 61.9% | 66.4%-4.5pp | 74.3%-12.4pp | 67.2%-5.3pp |
| Annual return | 16.83% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,593 | $2,928-45.6% | $3,737-57.4% | $2,670-40.3% |
| Participant deferral / active EE | $4,578 | $3,659+25.1% | $4,878-6.2% | $4,125+11.0% |
| Admin fee / account holder | $11,858 | $5,216+127.3% | $6,730+76.2% | $5,651+109.8% |