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 | $37,327 | $65,365-42.9% | $92,893-59.8% | $72,985-48.9% |
| Participation rate | 65.8% | 68.3%-2.5pp | 76.0%-10.2pp | 69.5%-3.7pp |
| Annual return | 24.01% | 42.10%-18.1pp | 109.41%-85.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,287 | $2,594-50.4% | $3,653-64.8% | $2,440-47.2% |
| Participant deferral / active EE | $1,930 | $3,128-38.3% | $4,236-54.4% | $3,607-46.5% |
| Admin fee / account holder | $2,698 | $4,251-36.5% | $5,794-53.4% | $5,124-47.3% |