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 | $40,424 | $65,041-37.8% | $90,951-55.6% | $79,858-49.4% |
| Participation rate | 43.3% | 61.6%-18.3pp | 69.0%-25.7pp | 69.6%-26.3pp |
| Annual return | 13.03% | 30.45%-17.4pp | 134.60%-121.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,155 | $1,247-7.4% | $2,122-45.6% | $2,471-53.3% |
| Participant deferral / active EE | $2,991 | $2,512+19.1% | $3,373-11.3% | $3,740-20.0% |
| Admin fee / account holder | $797 | $4,536-82.4% | $5,959-86.6% | $5,306-85.0% |