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 | $39,026 | $95,803-59.3% | $113,168-65.5% | $84,808-54.0% |
| Participation rate | 32.8% | 72.9%-40.1pp | 76.6%-43.8pp | 68.3%-35.5pp |
| Annual return | 16.79% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,296 | $2,360-45.1% | $2,975-56.4% | $2,631-50.7% |
| Participant deferral / active EE | $2,000 | $4,242-52.8% | $5,107-60.8% | $4,212-52.5% |
| Admin fee / account holder | $674 | $8,989-92.5% | $12,068-94.4% | $7,344-90.8% |