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 9-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 | $38,096 | $46,553-18.2% | $64,056-40.5% | $75,163-49.3% |
| Participation rate | 8.7% | 65.9%-57.2pp | 72.3%-63.6pp | 67.2%-58.5pp |
| Annual return | 12.31% | 26.03%-13.7pp | 33.69%-21.4pp | 160.62%-148.3pp |
| Employer contribution / active EE | $763 | $1,974-61.3% | $2,747-72.2% | $2,670-71.4% |
| Participant deferral / active EE | $1,070 | $2,837-62.3% | $3,880-72.4% | $4,125-74.1% |
| Admin fee / account holder | $6,298 | $2,952+113.3% | $3,068+105.3% | $5,651+11.4% |