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 | $30,449 | $65,041-53.2% | $90,951-66.5% | $79,858-61.9% |
| Participation rate | 45.3% | 61.6%-16.3pp | 69.0%-23.7pp | 69.6%-24.3pp |
| Annual return | 19.08% | 30.45%-11.4pp | 134.60%-115.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,376 | $1,247+10.4% | $2,122-35.1% | $2,471-44.3% |
| Participant deferral / active EE | $2,126 | $2,512-15.4% | $3,373-37.0% | $3,740-43.1% |
| Admin fee / account holder | $2,233 | $4,536-50.8% | $5,959-62.5% | $5,306-57.9% |