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 | $37,483 | $74,927-50.0% | $101,794-63.2% | $84,808-55.8% |
| Participation rate | 49.2% | 61.4%-12.3pp | 69.2%-20.0pp | 68.3%-19.2pp |
| Annual return | 12.66% | 18.70%-6.0pp | 30.53%-17.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,423 | $1,522-6.5% | $2,289-37.8% | $2,631-45.9% |
| Participant deferral / active EE | $1,675 | $3,099-46.0% | $4,084-59.0% | $4,212-60.2% |
| Admin fee / account holder | $17,626 | $6,514+170.6% | $8,777+100.8% | $7,344+140.0% |