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 | $37,842 | $46,553-18.7% | $64,056-40.9% | $75,163-49.7% |
| Participation rate | 57.1% | 65.9%-8.8pp | 72.3%-15.2pp | 67.2%-10.0pp |
| Annual return | 19.16% | 26.03%-6.9pp | 33.69%-14.5pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,467 | $1,974-25.7% | $2,747-46.6% | $2,670-45.1% |
| Participant deferral / active EE | $3,218 | $2,837+13.5% | $3,880-17.1% | $4,125-22.0% |
| Admin fee / account holder | $5,358 | $2,952+81.5% | $3,068+74.6% | $5,651-5.2% |