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 | $36,061 | $91,552-60.6% | $133,956-73.1% | $79,858-54.8% |
| Participation rate | 47.5% | 73.3%-25.8pp | 79.8%-32.3pp | 69.6%-22.1pp |
| Annual return | 12.65% | 61.85%-49.2pp | 45.09%-32.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,027 | $2,384-56.9% | $3,919-73.8% | $2,471-58.4% |
| Participant deferral / active EE | $2,590 | $3,733-30.6% | $5,048-48.7% | $3,740-30.7% |
| Admin fee / account holder | $8,291 | $6,321+31.2% | $8,927-7.1% | $5,306+56.3% |