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 | $38,736 | $49,915-22.4% | $154,803-75.0% | $74,304-47.9% |
| Participation rate | 55.7% | 54.0%+1.8pp | 78.1%-22.3pp | 60.3%-4.6pp |
| Annual return | 12.88% | 34.06%-21.2pp | 58.88%-46.0pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,624 | $1,611+0.8% | $4,305-62.3% | $2,241-27.6% |
| Participant deferral / active EE | $2,750 | $2,255+22.0% | $5,540-50.4% | $3,767-27.0% |
| Admin fee / account holder | $6,886 | $2,189+214.6% | $14,329-51.9% | $2,969+131.9% |