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 | $39,444 | $63,355-37.7% | $91,989-57.1% | $72,985-46.0% |
| Participation rate | 59.8% | 72.5%-12.7pp | 78.6%-18.9pp | 69.5%-9.7pp |
| Annual return | 25.62% | 35.35%-9.7pp | 69.02%-43.4pp | 81.00%-55.4pp |
| Employer contribution / active EE | $379 | $2,116-82.1% | $3,452-89.0% | $2,440-84.5% |
| Participant deferral / active EE | $8,650 | $4,883+77.2% | $5,923+46.0% | $3,607+139.8% |
| Admin fee / account holder | $4,294 | $4,668-8.0% | $7,743-44.5% | $5,124-16.2% |