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 | $50,552 | $72,492-30.3% | $87,100-42.0% | $72,985-30.7% |
| Participation rate | 40.9% | 72.8%-31.9pp | 76.9%-36.0pp | 69.5%-28.6pp |
| Annual return | 22.10% | 24.46%-2.4pp | 28.19%-6.1pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,051 | $1,894-44.5% | $2,521-58.3% | $2,440-56.9% |
| Participant deferral / active EE | $1,640 | $3,270-49.8% | $4,049-59.5% | $3,607-54.5% |
| Admin fee / account holder | $1,686 | $5,055-66.6% | $7,497-77.5% | $5,124-67.1% |