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 | $41,150 | $89,753-54.2% | $107,525-61.7% | $84,808-51.5% |
| Participation rate | 53.6% | 68.1%-14.5pp | 75.1%-21.5pp | 68.3%-14.7pp |
| Annual return | 17.50% | 29.48%-12.0pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,862 | $3,113-40.2% | $3,754-50.4% | $2,631-29.2% |
| Participant deferral / active EE | $4,464 | $4,056+10.1% | $5,116-12.7% | $4,212+6.0% |
| Admin fee / account holder | $2,572 | $7,222-64.4% | $8,919-71.2% | $7,344-65.0% |