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 | $40,229 | $95,803-58.0% | $113,168-64.5% | $84,808-52.6% |
| Participation rate | 35.7% | 72.9%-37.2pp | 76.6%-40.9pp | 68.3%-32.6pp |
| Annual return | 23.92% | 25.00%-1.1pp | 24.27%-0.3pp | 40.90%-17.0pp |
| Employer contribution / active EE | $1,201 | $2,360-49.1% | $2,975-59.6% | $2,631-54.4% |
| Participant deferral / active EE | $2,236 | $4,242-47.3% | $5,107-56.2% | $4,212-46.9% |
| Admin fee / account holder | $1,601 | $8,989-82.2% | $12,068-86.7% | $7,344-78.2% |