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 | $43,509 | $77,634-44.0% | $156,549-72.2% | $62,891-30.8% |
| Participation rate | 58.1% | 71.2%-13.1pp | 84.0%-25.9pp | 69.3%-11.2pp |
| Annual return | 7.93% | 50.32%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,647 | $3,444-52.2% | $5,501-70.1% | $2,281-27.8% |
| Participant deferral / active EE | $2,734 | $3,045-10.2% | $4,871-43.9% | $3,203-14.6% |
| Admin fee / account holder | $322 | $5,561-94.2% | $13,027-97.5% | $4,296-92.5% |