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 | $43,373 | $101,724-57.4% | $164,813-73.7% | $80,856-46.4% |
| Participation rate | 36.4% | 71.8%-35.5pp | 78.6%-42.2pp | 67.6%-31.3pp |
| Annual return | 11.03% | 16.72%-5.7pp | 69.93%-58.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,174 | $2,953-60.3% | $4,341-73.0% | $2,755-57.4% |
| Participant deferral / active EE | $2,267 | $4,477-49.4% | $6,031-62.4% | $4,296-47.2% |
| Admin fee / account holder | $3,752 | $8,227-54.4% | $12,690-70.4% | $6,918-45.8% |