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 | $37,679 | $80,717-53.3% | $154,803-75.7% | $84,808-55.6% |
| Participation rate | 30.8% | 66.8%-36.0pp | 78.1%-47.3pp | 68.3%-37.5pp |
| Annual return | 13.56% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,129 | $2,761-59.1% | $4,305-73.8% | $2,631-57.1% |
| Participant deferral / active EE | $3,736 | $3,303+13.1% | $5,540-32.6% | $4,212-11.3% |
| Admin fee / account holder | $6,829 | $6,746+1.2% | $14,329-52.3% | $7,344-7.0% |