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 | $35,807 | $65,365-45.2% | $92,893-61.5% | $72,985-50.9% |
| Participation rate | 53.4% | 68.3%-14.9pp | 76.0%-22.6pp | 69.5%-16.0pp |
| Annual return | 23.82% | 42.10%-18.3pp | 109.41%-85.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,660 | $2,594-36.0% | $3,653-54.6% | $2,440-32.0% |
| Participant deferral / active EE | $3,274 | $3,128+4.7% | $4,236-22.7% | $3,607-9.2% |
| Admin fee / account holder | $1,305 | $4,251-69.3% | $5,794-77.5% | $5,124-74.5% |