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 | $39,422 | $81,248-51.5% | $155,509-74.6% | $80,856-51.2% |
| Participation rate | 44.8% | 66.2%-21.4pp | 78.2%-33.4pp | 67.6%-22.8pp |
| Annual return | 16.05% | 33.31%-17.3pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,165 | $3,100-62.4% | $4,672-75.1% | $2,755-57.7% |
| Participant deferral / active EE | $4,891 | $3,452+41.7% | $5,626-13.1% | $4,296+13.9% |
| Admin fee / account holder | $2,240 | $7,997-72.0% | $15,912-85.9% | $6,918-67.6% |