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 9-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 | $63,764-36.2% | $81,930-50.4% | $79,858-49.1% |
| Participation rate | 45.7% | 67.5%-21.8pp | 72.0%-26.3pp | 69.6%-23.9pp |
| Annual return | 16.02% | 22.66%-6.6pp | 29.49%-13.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,997 | $2,780-28.2% | $7,107-71.9% | $3,740-46.6% |
| Admin fee / account holder | $6,664 | $4,426+50.6% | $5,158+29.2% | $5,306+25.6% |