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 | $43,796 | $81,460-46.2% | $103,333-57.6% | $80,856-45.8% |
| Participation rate | 47.9% | 66.8%-18.9pp | 74.5%-26.6pp | 67.6%-19.7pp |
| Annual return | 13.43% | 25.55%-12.1pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,030 | $3,105-66.8% | $3,868-73.4% | $2,755-62.6% |
| Participant deferral / active EE | $2,178 | $3,869-43.7% | $5,057-56.9% | $4,296-49.3% |
| Admin fee / account holder | $1,935 | $6,566-70.5% | $8,355-76.8% | $6,918-72.0% |