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 | $41,672 | $80,717-48.4% | $154,803-73.1% | $84,808-50.9% |
| Participation rate | 39.4% | 66.8%-27.4pp | 78.1%-38.7pp | 68.3%-28.9pp |
| Annual return | 19.62% | 37.96%-18.3pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,218 | $2,761-55.9% | $4,305-71.7% | $2,631-53.7% |
| Participant deferral / active EE | $1,325 | $3,303-59.9% | $5,540-76.1% | $4,212-68.5% |
| Admin fee / account holder | $2,758 | $6,746-59.1% | $14,329-80.8% | $7,344-62.4% |