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 | $31,341 | $51,175-38.8% | $70,515-55.6% | $75,163-58.3% |
| Participation rate | 55.3% | 60.9%-5.7pp | 68.3%-13.1pp | 67.2%-11.9pp |
| Annual return | 14.70% | 30.02%-15.3pp | 32.77%-18.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,825 | $1,826-0.1% | $2,973-38.6% | $2,670-31.6% |
| Participant deferral / active EE | $2,268 | $2,849-20.4% | $4,567-50.3% | $4,125-45.0% |
| Admin fee / account holder | $9,055 | $4,091+121.4% | $6,412+41.2% | $5,651+60.2% |