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 | $39,720 | $68,719-42.2% | $91,541-56.6% | $84,808-53.2% |
| Participation rate | 51.9% | 64.5%-12.7pp | 69.8%-17.9pp | 68.3%-16.5pp |
| Annual return | 16.28% | 19.12%-2.8pp | 20.50%-4.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,832 | $1,920-4.6% | $2,505-26.9% | $2,631-30.4% |
| Participant deferral / active EE | $3,597 | $3,136+14.7% | $4,008-10.3% | $4,212-14.6% |
| Admin fee / account holder | $2,353 | $5,786-59.3% | $6,956-66.2% | $7,344-68.0% |