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 | $39,549 | $67,606-41.5% | $82,313-52.0% | $70,131-43.6% |
| Participation rate | 30.6% | 72.8%-42.2pp | 76.9%-46.3pp | 69.5%-38.9pp |
| Annual return | 15.29% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,254 | $1,755-28.5% | $2,428-48.4% | $2,342-46.5% |
| Participant deferral / active EE | $2,338 | $2,987-21.7% | $3,706-36.9% | $3,332-29.8% |
| Admin fee / account holder | $23,310 | $4,512+416.6% | $5,608+315.7% | $4,645+401.8% |