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 | $39,408 | $77,660-49.3% | $109,143-63.9% | $79,386-50.4% |
| Participation rate | 28.7% | 67.8%-39.1pp | 75.9%-47.1pp | 70.7%-42.0pp |
| Annual return | 15.73% | 23.44%-7.7pp | 25.75%-10.0pp | 116.85%-101.1pp |
| Employer contribution / active EE | $845 | $2,797-69.8% | $3,722-77.3% | $2,427-65.2% |
| Participant deferral / active EE | $1,584 | $3,518-55.0% | $4,653-66.0% | $4,046-60.8% |
| Admin fee / account holder | $1,233 | $732+68.4% | $6,752-81.7% | $626+96.8% |