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 | $36,998 | $118,450-68.8% | $98,439-62.4% | $139,434-73.5% |
| Participation rate | 56.3% | 77.4%-21.2pp | 75.2%-18.9pp | 80.3%-24.1pp |
| Annual return | 16.63% | 18.94%-2.3pp | 21.16%-4.5pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,506 | $3,609-58.3% | $3,048-50.6% | $4,751-68.3% |
| Participant deferral / active EE | $3,737 | $5,392-30.7% | $4,738-21.1% | $6,710-44.3% |
| Admin fee / account holder | $6,671 | $14,026-52.4% | $8,948-25.4% | $11,403-41.5% |