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 | $37,782 | $70,428-46.4% | $96,562-60.9% | $85,850-56.0% |
| Participation rate | 64.5% | 61.8%+2.7pp | 69.8%-5.3pp | 69.3%-4.8pp |
| Annual return | 13.04% | 18.59%-5.6pp | 37.78%-24.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $990 | $1,413-29.9% | $2,356-58.0% | $2,565-61.4% |
| Participant deferral / active EE | $3,120 | $2,894+7.8% | $3,849-18.9% | $3,952-21.1% |
| Admin fee / account holder | $3,134 | $4,997-37.3% | $6,181-49.3% | $6,260-49.9% |