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 | $42,530 | $89,753-52.6% | $107,525-60.4% | $84,808-49.9% |
| Participation rate | 57.8% | 68.1%-10.3pp | 75.1%-17.3pp | 68.3%-10.5pp |
| Annual return | 15.00% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,603 | $3,113-48.5% | $3,754-57.3% | $2,631-39.1% |
| Participant deferral / active EE | $3,688 | $4,056-9.1% | $5,116-27.9% | $4,212-12.4% |
| Admin fee / account holder | $1,260 | $7,222-82.6% | $8,919-85.9% | $7,344-82.8% |