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 | $35,329 | $100,773-64.9% | $88,946-60.3% | $142,382-75.2% |
| Participation rate | 47.8% | 74.3%-26.5pp | 68.8%-21.0pp | 80.1%-32.3pp |
| Annual return | 17.08% | 70.18%-53.1pp | 57.82%-40.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $527 | $2,918-81.9% | $2,555-79.4% | $4,299-87.7% |
| Participant deferral / active EE | $999 | $5,230-80.9% | $4,581-78.2% | $6,507-84.6% |
| Admin fee / account holder | $5,404 | $9,693-44.2% | $8,261-34.6% | $12,624-57.2% |