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 | $41,047 | $79,944-48.7% | $98,439-58.3% | $75,163-45.4% |
| Participation rate | 52.2% | 70.4%-18.1pp | 75.2%-22.9pp | 67.2%-15.0pp |
| Annual return | 15.66% | 19.75%-4.1pp | 21.16%-5.5pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,497 | $2,264-33.9% | $3,048-50.9% | $2,670-43.9% |
| Participant deferral / active EE | $2,373 | $3,752-36.8% | $4,738-49.9% | $4,125-42.5% |
| Admin fee / account holder | $4,598 | $6,840-32.8% | $8,948-48.6% | $5,651-18.6% |