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 | $39,164 | $58,208-32.7% | $81,812-52.1% | $80,856-51.6% |
| Participation rate | 60.0% | 63.4%-3.4pp | 72.3%-12.3pp | 67.6%-7.6pp |
| Annual return | 17.79% | 41.66%-23.9pp | 773.79%-756.0pp | 35.59%-17.8pp |
| Employer contribution / active EE | $697 | $2,340-70.2% | $2,912-76.1% | $2,755-74.7% |
| Participant deferral / active EE | $2,397 | $3,281-26.9% | $4,319-44.5% | $4,296-44.2% |
| Admin fee / account holder | $5,647 | $4,981+13.4% | $7,386-23.5% | $6,918-18.4% |