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 | $37,263 | $80,717-53.8% | $154,803-75.9% | $84,808-56.1% |
| Participation rate | 64.5% | 66.8%-2.3pp | 78.1%-13.6pp | 68.3%-3.8pp |
| Annual return | 17.02% | 37.96%-20.9pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $997 | $2,761-63.9% | $4,305-76.8% | $2,631-62.1% |
| Participant deferral / active EE | $1,810 | $3,303-45.2% | $5,540-67.3% | $4,212-57.0% |
| Admin fee / account holder | $1,109 | $6,746-83.6% | $14,329-92.3% | $7,344-84.9% |