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 | $42,915 | $60,349-28.9% | $74,183-42.2% | $62,891-31.8% |
| Participation rate | 26.9% | 72.7%-45.8pp | 76.6%-49.7pp | 69.3%-42.4pp |
| Annual return | 6.83% | 21.37%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,906 | $1,680+72.9% | $2,370+22.6% | $2,281+27.4% |
| Participant deferral / active EE | $5,941 | $2,856+108.0% | $3,550+67.4% | $3,203+85.5% |
| Admin fee / account holder | $855 | $4,261-79.9% | $5,586-84.7% | $4,296-80.1% |