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 | $42,606 | $81,248-47.6% | $155,509-72.6% | $80,856-47.3% |
| Participation rate | 61.5% | 66.2%-4.7pp | 78.2%-16.6pp | 67.6%-6.1pp |
| Annual return | 13.25% | 33.31%-20.1pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,284 | $3,100-58.6% | $4,672-72.5% | $2,755-53.4% |
| Participant deferral / active EE | $1,332 | $3,452-61.4% | $5,626-76.3% | $4,296-69.0% |
| Admin fee / account holder | $3,343 | $7,997-58.2% | $15,912-79.0% | $6,918-51.7% |