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 | $38,346 | $80,968-52.6% | $96,544-60.3% | $75,163-49.0% |
| Participation rate | 65.5% | 71.8%-6.2pp | 76.0%-10.4pp | 67.2%-1.7pp |
| Annual return | 16.83% | 27.06%-10.2pp | 25.84%-9.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,346 | $2,282-41.0% | $2,965-54.6% | $2,670-49.6% |
| Participant deferral / active EE | $2,652 | $3,928-32.5% | $4,851-45.3% | $4,125-35.7% |
| Admin fee / account holder | $8,847 | $6,724+31.6% | $8,252+7.2% | $5,651+56.6% |