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 | $44,373 | $107,452-58.7% | $91,541-51.5% | $142,382-68.8% |
| Participation rate | 58.8% | 75.1%-16.3pp | 69.8%-11.0pp | 80.1%-21.3pp |
| Annual return | 12.65% | 22.06%-9.4pp | 20.50%-7.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,582 | $2,994-47.2% | $2,505-36.8% | $4,299-63.2% |
| Participant deferral / active EE | $3,801 | $4,754-20.1% | $4,008-5.2% | $6,507-41.6% |
| Admin fee / account holder | $821 | $8,834-90.7% | $6,956-88.2% | $12,624-93.5% |