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 | $41,978 | $132,239-68.3% | $105,722-60.3% | $273,961-84.7% |
| Participation rate | 64.7% | 83.2%-18.5pp | 78.9%-14.2pp | 83.0%-18.3pp |
| Annual return | 8.38% | 10.07%-1.7pp | 12.25%-3.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,074 | $4,867-57.4% | $4,079-49.2% | $4,869-57.4% |
| Participant deferral / active EE | $6,119 | $6,233-1.8% | $5,326+14.9% | $5,287+15.7% |
| Admin fee / account holder | $4,277 | $12,032-64.5% | $8,308-48.5% | $10,132-57.8% |