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 | $41,702 | $77,899-46.5% | $149,673-72.1% | $75,163-44.5% |
| Participation rate | 53.1% | 65.6%-12.5pp | 78.8%-25.6pp | 67.2%-14.1pp |
| Annual return | 17.16% | 31.72%-14.6pp | 134.42%-117.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,214 | $3,137-61.3% | $4,818-74.8% | $2,670-54.5% |
| Participant deferral / active EE | $2,330 | $3,411-31.7% | $5,680-59.0% | $4,125-43.5% |
| Admin fee / account holder | $5,906 | $5,956-0.9% | $13,210-55.3% | $5,651+4.5% |