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 | $44,723 | $81,248-45.0% | $155,509-71.2% | $80,856-44.7% |
| Participation rate | 37.8% | 66.2%-28.4pp | 78.2%-40.4pp | 67.6%-29.8pp |
| Annual return | 11.19% | 33.31%-22.1pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,210 | $3,100-61.0% | $4,672-74.1% | $2,755-56.1% |
| Participant deferral / active EE | $1,546 | $3,452-55.2% | $5,626-72.5% | $4,296-64.0% |
| Admin fee / account holder | $6,966 | $7,997-12.9% | $15,912-56.2% | $6,918+0.7% |