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 | $40,525 | $84,556-52.1% | $116,228-65.1% | $74,304-45.5% |
| Participation rate | 47.3% | 66.0%-18.8pp | 74.6%-27.3pp | 60.3%-13.1pp |
| Annual return | 22.14% | 18.35%+3.8pp | 90.06%-67.9pp | 29.43%-7.3pp |
| Employer contribution / active EE | $965 | $2,168-55.5% | $2,994-67.8% | $2,241-56.9% |
| Participant deferral / active EE | $2,388 | $3,814-37.4% | $4,953-51.8% | $3,767-36.6% |
| Admin fee / account holder | $9,917 | $3,792+161.5% | $11,989-17.3% | $2,969+234.0% |