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 | $40,843 | $54,762-25.4% | $90,281-54.8% | $72,985-44.0% |
| Participation rate | 39.8% | 65.1%-25.4pp | 73.3%-33.5pp | 69.5%-29.7pp |
| Annual return | 28.45% | 30.63%-2.2pp | 78.10%-49.6pp | 81.00%-52.6pp |
| Employer contribution / active EE | $1,028 | $2,092-50.9% | $2,854-64.0% | $2,440-57.8% |
| Participant deferral / active EE | $1,325 | $2,887-54.1% | $3,885-65.9% | $3,607-63.3% |
| Admin fee / account holder | $10,405 | $3,972+162.0% | $5,351+94.4% | $5,124+103.1% |