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 | $39,427 | $113,339-65.2% | $94,993-58.5% | $147,584-73.3% |
| Participation rate | 65.0% | 78.0%-13.0pp | 73.9%-8.9pp | 82.8%-17.8pp |
| Annual return | 12.09% | 20.77%-8.7pp | 27.12%-15.0pp | 578.55%-566.5pp |
| Employer contribution / active EE | $769 | $3,160-75.7% | $2,603-70.5% | $4,876-84.2% |
| Participant deferral / active EE | $1,008 | $3,777-73.3% | $3,317-69.6% | $5,439-81.5% |
| Admin fee / account holder | $2,369 | $6,063-60.9% | $4,960-52.3% | $10,885-78.2% |