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 | $36,527 | $95,803-61.9% | $113,168-67.7% | $84,808-56.9% |
| Participation rate | 64.6% | 72.9%-8.2pp | 76.6%-11.9pp | 68.3%-3.7pp |
| Annual return | 15.75% | 25.00%-9.3pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,371 | $2,360-41.9% | $2,975-53.9% | $2,631-47.9% |
| Participant deferral / active EE | $2,610 | $4,242-38.5% | $5,107-48.9% | $4,212-38.0% |
| Admin fee / account holder | $6,444 | $8,989-28.3% | $12,068-46.6% | $7,344-12.3% |