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 | $35,520 | $73,933-52.0% | $96,683-63.3% | $75,163-52.7% |
| Participation rate | 46.1% | 66.4%-20.4pp | 74.3%-28.3pp | 67.2%-21.1pp |
| Annual return | 19.58% | 26.70%-7.1pp | 35.69%-16.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,361 | $2,928-53.5% | $3,737-63.6% | $2,670-49.0% |
| Participant deferral / active EE | $2,789 | $3,659-23.8% | $4,878-42.8% | $4,125-32.4% |
| Admin fee / account holder | $1,748 | $5,216-66.5% | $6,730-74.0% | $5,651-69.1% |