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 | $32,404 | $77,899-58.4% | $149,673-78.4% | $75,163-56.9% |
| Participation rate | 45.3% | 65.6%-20.2pp | 78.8%-33.4pp | 67.2%-21.9pp |
| Annual return | 19.34% | 31.72%-12.4pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,106 | $3,137-64.7% | $4,818-77.0% | $2,670-58.6% |
| Participant deferral / active EE | $2,482 | $3,411-27.2% | $5,680-56.3% | $4,125-39.8% |
| Admin fee / account holder | $1,481 | $5,956-75.1% | $13,210-88.8% | $5,651-73.8% |