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 | $30,609 | $81,248-62.3% | $155,509-80.3% | $80,856-62.1% |
| Participation rate | 38.8% | 66.2%-27.5pp | 78.2%-39.4pp | 67.6%-28.9pp |
| Annual return | 14.77% | 33.31%-18.5pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,005 | $3,100-67.6% | $4,672-78.5% | $2,755-63.5% |
| Participant deferral / active EE | $1,675 | $3,452-51.5% | $5,626-70.2% | $4,296-61.0% |
| Admin fee / account holder | $6,617 | $7,997-17.3% | $15,912-58.4% | $6,918-4.3% |