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 | $58,866 | $68,719-14.3% | $91,541-35.7% | $84,808-30.6% |
| Participation rate | 37.5% | 64.5%-27.0pp | 69.8%-32.3pp | 68.3%-30.8pp |
| Annual return | 13.24% | 19.12%-5.9pp | 20.50%-7.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,131 | $1,920-41.1% | $2,505-54.9% | $2,631-57.0% |
| Participant deferral / active EE | $1,702 | $3,136-45.7% | $4,008-57.5% | $4,212-59.6% |
| Admin fee / account holder | $15,358 | $5,786+165.4% | $6,956+120.8% | $7,344+109.1% |