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 | $33,692 | $107,452-68.6% | $91,541-63.2% | $142,382-76.3% |
| Participation rate | 45.0% | 75.1%-30.1pp | 69.8%-24.8pp | 80.1%-35.1pp |
| Annual return | 16.77% | 22.06%-5.3pp | 20.50%-3.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,167 | $2,994-61.0% | $2,505-53.4% | $4,299-72.8% |
| Participant deferral / active EE | $2,199 | $4,754-53.7% | $4,008-45.1% | $6,507-66.2% |
| Admin fee / account holder | $505 | $8,834-94.3% | $6,956-92.7% | $12,624-96.0% |