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 | $41,390 | $57,016-27.4% | $84,966-51.3% | $80,856-48.8% |
| Participation rate | 40.7% | 56.3%-15.6pp | 67.5%-26.8pp | 67.6%-26.9pp |
| Annual return | 12.01% | 21.66%-9.7pp | 66.38%-54.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,040 | $1,798-42.2% | $2,727-61.9% | $2,755-62.3% |
| Participant deferral / active EE | $2,261 | $3,110-27.3% | $4,519-50.0% | $4,296-47.4% |
| Admin fee / account holder | $1,951 | $4,980-60.8% | $6,149-68.3% | $6,918-71.8% |