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 | $41,779 | $85,766-51.3% | $136,294-69.3% | $70,131-40.4% |
| Participation rate | 56.3% | 74.2%-17.9pp | 81.9%-25.7pp | 69.5%-13.3pp |
| Annual return | 16.88% | 31.45%-14.6pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,557 | $2,966-47.5% | $4,695-66.8% | $2,342-33.5% |
| Participant deferral / active EE | $2,448 | $5,051-51.5% | $6,247-60.8% | $3,332-26.5% |
| Admin fee / account holder | $3,318 | $5,420-38.8% | $9,243-64.1% | $4,645-28.6% |