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 | $42,602 | $78,103-45.5% | $289,028-85.3% | $116,875-63.5% |
| Participation rate | 63.9% | 69.5%-5.6pp | 78.0%-14.0pp | 74.5%-10.6pp |
| Annual return | 14.73% | 15.26%-0.5pp | 243.94%-229.2pp | 16.29%-1.6pp |
| Employer contribution / active EE | $837 | $2,718-69.2% | $6,326-86.8% | $3,288-74.6% |
| Participant deferral / active EE | $1,919 | $2,921-34.3% | $4,804-60.1% | $3,885-50.6% |
| Admin fee / account holder | $4,555 | $8,683-47.5% | $14,050-67.6% | $12,263-62.9% |