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 | $32,512 | $49,915-34.9% | $154,803-79.0% | $74,304-56.2% |
| Participation rate | 45.2% | 54.0%-8.8pp | 78.1%-32.9pp | 60.3%-15.2pp |
| Annual return | 19.10% | 34.06%-15.0pp | 58.88%-39.8pp | 29.43%-10.3pp |
| Employer contribution / active EE | $1,210 | $1,611-24.9% | $4,305-71.9% | $2,241-46.0% |
| Participant deferral / active EE | $1,775 | $2,255-21.3% | $5,540-68.0% | $3,767-52.9% |
| Admin fee / account holder | $858 | $2,189-60.8% | $14,329-94.0% | $2,969-71.1% |