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 | $30,263 | $58,512-48.3% | $84,015-64.0% | $72,985-58.5% |
| Participation rate | 48.1% | 61.2%-13.1pp | 69.0%-20.9pp | 69.5%-21.3pp |
| Annual return | 18.18% | 28.93%-10.8pp | 71.31%-53.1pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,226 | $1,163+5.4% | $1,983-38.2% | $2,440-49.7% |
| Participant deferral / active EE | $3,209 | $2,394+34.1% | $3,239-0.9% | $3,607-11.0% |
| Admin fee / account holder | $2,436 | $4,569-46.7% | $6,101-60.1% | $5,124-52.5% |