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 | $37,799 | $109,359-65.4% | $162,163-76.7% | $72,985-48.2% |
| Participation rate | 55.9% | 84.3%-28.4pp | 87.6%-31.7pp | 69.5%-13.6pp |
| Annual return | 21.78% | 25.46%-3.7pp | 115.59%-93.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,204 | $3,907-69.2% | $5,614-78.6% | $2,440-50.7% |
| Participant deferral / active EE | $2,692 | $5,481-50.9% | $7,298-63.1% | $3,607-25.4% |
| Admin fee / account holder | $1,552 | $7,972-80.5% | $10,843-85.7% | $5,124-69.7% |