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 | $25,322 | $72,277-65.0% | $101,248-75.0% | $79,858-68.3% |
| Participation rate | 41.7% | 68.5%-26.8pp | 75.8%-34.1pp | 69.6%-28.0pp |
| Annual return | 15.66% | 22.30%-6.6pp | 46.47%-30.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $4,502 | $2,692+67.3% | $3,660+23.0% | $2,471+82.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,439 | $4,400+0.9% | $5,945-25.3% | $5,306-16.4% |