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 | $34,878 | $81,248-57.1% | $155,509-77.6% | $80,856-56.9% |
| Participation rate | 36.2% | 66.2%-30.1pp | 78.2%-42.0pp | 67.6%-31.5pp |
| Annual return | 12.89% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,144 | $3,100-63.1% | $4,672-75.5% | $2,755-58.5% |
| Participant deferral / active EE | $2,107 | $3,452-39.0% | $5,626-62.6% | $4,296-51.0% |
| Admin fee / account holder | $1,503 | $7,997-81.2% | $15,912-90.6% | $6,918-78.3% |