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 | $41,738 | $88,083-52.6% | $164,813-74.7% | $74,495-44.0% |
| Participation rate | 44.0% | 73.0%-29.1pp | 78.6%-34.6pp | 67.2%-23.2pp |
| Annual return | 14.60% | 17.26%-2.7pp | 69.93%-55.3pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,009 | $2,593-61.1% | $4,341-76.8% | $2,623-61.5% |
| Participant deferral / active EE | $2,563 | $4,498-43.0% | $6,031-57.5% | $4,346-41.0% |
| Admin fee / account holder | $2,285 | $2,234+2.3% | $12,690-82.0% | $1,942+17.7% |