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 | $35,844 | $45,035-20.4% | $62,995-43.1% | $70,131-48.9% |
| Participation rate | 36.7% | 69.5%-32.9pp | 74.8%-38.1pp | 69.5%-32.9pp |
| Annual return | 12.15% | 18.76%-6.6pp | 87.57%-75.4pp | 73.14%-61.0pp |
| Employer contribution / active EE | $922 | $2,051-55.1% | $2,759-66.6% | $2,342-60.7% |
| Participant deferral / active EE | $3,299 | $2,465+33.9% | $3,329-0.9% | $3,332-1.0% |
| Admin fee / account holder | $4,997 | $2,834+76.3% | $3,600+38.8% | $4,645+7.6% |