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 | $39,512 | $56,317-29.8% | $71,209-44.5% | $74,304-46.8% |
| Participation rate | 40.0% | 55.1%-15.1pp | 73.8%-33.8pp | 60.3%-20.3pp |
| Annual return | 18.20% | 42.83%-24.6pp | 282.51%-264.3pp | 29.43%-11.2pp |
| Employer contribution / active EE | $708 | $2,160-67.2% | $2,721-74.0% | $2,241-68.4% |
| Participant deferral / active EE | $1,487 | $2,788-46.7% | $4,175-64.4% | $3,767-60.5% |
| Admin fee / account holder | $3,924 | $2,290+71.4% | $5,349-26.6% | $2,969+32.2% |