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 | $43,531 | $88,707-50.9% | $74,183-41.3% | $273,961-84.1% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 6.48% | 11.94%-5.5pp | 17.74%-11.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,798 | $3,159-43.1% | $2,370-24.2% | $4,869-63.1% |
| Participant deferral / active EE | $2,180 | $4,212-48.2% | $3,550-38.6% | $5,287-58.8% |
| Admin fee / account holder | $12,535 | $8,717+43.8% | $5,586+124.4% | $10,132+23.7% |