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 | $40,373 | $87,135-53.7% | $206,214-80.4% | $116,875-65.5% |
| Participation rate | 45.8% | 76.8%-31.0pp | 82.4%-36.5pp | 74.5%-28.7pp |
| Annual return | 19.98% | 22.51%-2.5pp | -1.60%+21.6pp | 16.29%+3.7pp |
| Employer contribution / active EE | $1,312 | $3,046-56.9% | $5,967-78.0% | $3,288-60.1% |
| Participant deferral / active EE | $1,904 | $3,898-51.2% | $4,649-59.1% | $3,885-51.0% |
| Admin fee / account holder | $3,957 | $8,630-54.1% | $13,671-71.1% | $12,263-67.7% |