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 | $44,425 | $65,365-32.0% | $92,893-52.2% | $72,985-39.1% |
| Participation rate | 61.8% | 68.3%-6.5pp | 76.0%-14.2pp | 69.5%-7.6pp |
| Annual return | 19.35% | 42.10%-22.8pp | 109.41%-90.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,197 | $2,594-53.9% | $3,653-67.2% | $2,440-51.0% |
| Participant deferral / active EE | $4,467 | $3,128+42.8% | $4,236+5.5% | $3,607+23.8% |
| Admin fee / account holder | $3,920 | $4,251-7.8% | $5,794-32.3% | $5,124-23.5% |