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 | $57,751 | $73,933-21.9% | $96,683-40.3% | $75,163-23.2% |
| Participation rate | 40.6% | 66.4%-25.8pp | 74.3%-33.7pp | 67.2%-26.6pp |
| Annual return | 18.87% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,269 | $2,928-56.6% | $3,737-66.0% | $2,670-52.5% |
| Participant deferral / active EE | $3,279 | $3,659-10.4% | $4,878-32.8% | $4,125-20.5% |
| Admin fee / account holder | $1,597 | $5,216-69.4% | $6,730-76.3% | $5,651-71.7% |