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 | $41,028 | $56,897-27.9% | $84,750-51.6% | $62,891-34.8% |
| Participation rate | 68.0% | 68.5%-0.5pp | 76.6%-8.6pp | 69.3%-1.3pp |
| Annual return | 6.10% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.0pp |
| Employer contribution / active EE | $678 | $2,400-71.8% | $3,574-81.0% | $2,281-70.3% |
| Participant deferral / active EE | $1,652 | $2,709-39.0% | $3,712-55.5% | $3,203-48.4% |
| Admin fee / account holder | $16,574 | $3,581+362.9% | $5,332+210.8% | $4,296+285.8% |