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 5-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 | $40,669 | $81,460-50.1% | $103,333-60.6% | $80,856-49.7% |
| Participation rate | 34.8% | 66.8%-32.1pp | 74.5%-39.7pp | 67.6%-32.9pp |
| Annual return | 14.30% | 25.55%-11.2pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,486 | $3,105-52.2% | $3,868-61.6% | $2,755-46.1% |
| Participant deferral / active EE | $3,750 | $3,869-3.1% | $5,057-25.9% | $4,296-12.7% |
| Admin fee / account holder | $409 | $6,566-93.8% | $8,355-95.1% | $6,918-94.1% |