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 | $45,469 | $78,422-42.0% | $95,952-52.6% | $79,858-43.1% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 12.98% | 19.37%-6.4pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,796 | $1,945-7.7% | $2,541-29.3% | $2,471-27.3% |
| Participant deferral / active EE | $3,066 | $3,440-10.9% | $4,167-26.4% | $3,740-18.0% |
| Admin fee / account holder | $11,362 | $5,622+102.1% | $6,795+67.2% | $5,306+114.1% |