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 | $41,821 | $149,734-72.1% | $118,925-64.8% | $158,922-73.7% |
| Participation rate | 47.4% | 82.1%-34.7pp | 75.4%-28.0pp | 82.0%-34.6pp |
| Annual return | 9.29% | 19.95%-10.7pp | 35.88%-26.6pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,041 | $4,115-74.7% | $3,263-68.1% | $4,761-78.1% |
| Participant deferral / active EE | $3,492 | $5,223-33.2% | $4,265-18.1% | $5,982-41.6% |
| Admin fee / account holder | $1,001 | $8,603-88.4% | $6,581-84.8% | $11,246-91.1% |