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 | $34,341 | $81,248-57.7% | $155,509-77.9% | $80,856-57.5% |
| Participation rate | 53.0% | 66.2%-13.2pp | 78.2%-25.2pp | 67.6%-14.6pp |
| Annual return | 13.76% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,763 | $3,100-43.1% | $4,672-62.3% | $2,755-36.0% |
| Participant deferral / active EE | $3,374 | $3,452-2.3% | $5,626-40.0% | $4,296-21.5% |
| Admin fee / account holder | $1,204 | $7,997-84.9% | $15,912-92.4% | $6,918-82.6% |