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 | $32,065 | $83,477-61.6% | $125,175-74.4% | $72,985-56.1% |
| Participation rate | 55.2% | 73.3%-18.1pp | 79.8%-24.6pp | 69.5%-14.3pp |
| Annual return | 17.78% | 25.78%-8.0pp | 43.79%-26.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,440 | $2,345-38.6% | $3,865-62.8% | $2,440-41.0% |
| Participant deferral / active EE | $1,671 | $3,585-53.4% | $4,937-66.2% | $3,607-53.7% |
| Admin fee / account holder | $3,269 | $5,517-40.7% | $9,702-66.3% | $5,124-36.2% |