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 | $43,055 | $69,977-38.5% | $108,579-60.3% | $62,891-31.5% |
| Participation rate | 57.5% | 72.9%-15.4pp | 79.6%-22.0pp | 69.3%-11.8pp |
| Annual return | 7.70% | 10.73%-3.0pp | -51.70%+59.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,065 | $2,135-3.3% | $3,758-45.0% | $2,281-9.5% |
| Participant deferral / active EE | $2,934 | $3,165-7.3% | $4,311-31.9% | $3,203-8.4% |
| Admin fee / account holder | $2,607 | $5,076-48.6% | $7,645-65.9% | $4,296-39.3% |