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 | $37,118 | $99,341-62.6% | $84,750-56.2% | $273,961-86.5% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | 4.14% | 22.93%-18.8pp | 22.78%-18.6pp | 41.45%-37.3pp |
| Employer contribution / active EE | $865 | $4,214-79.5% | $3,574-75.8% | $4,869-82.2% |
| Participant deferral / active EE | $2,088 | $4,269-51.1% | $3,712-43.8% | $5,287-60.5% |
| Admin fee / account holder | $39,286 | $6,644+491.3% | $5,332+636.8% | $10,132+287.7% |