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 | $40,354 | $94,625-57.4% | $116,228-65.3% | $84,808-52.4% |
| Participation rate | 66.2% | 70.4%-4.3pp | 74.6%-8.4pp | 68.3%-2.1pp |
| Annual return | 17.32% | 20.40%-3.1pp | 90.06%-72.7pp | 40.90%-23.6pp |
| Employer contribution / active EE | $913 | $2,347-61.1% | $2,994-69.5% | $2,631-65.3% |
| Participant deferral / active EE | $1,800 | $3,972-54.7% | $4,953-63.7% | $4,212-57.3% |
| Admin fee / account holder | $3,476 | $10,091-65.6% | $11,989-71.0% | $7,344-52.7% |