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 | $31,894 | $77,899-59.1% | $149,673-78.7% | $75,163-57.6% |
| Participation rate | 47.6% | 65.6%-18.0pp | 78.8%-31.1pp | 67.2%-19.6pp |
| Annual return | 31.03% | 31.72%-0.7pp | 134.42%-103.4pp | 160.62%-129.6pp |
| Employer contribution / active EE | $869 | $3,137-72.3% | $4,818-82.0% | $2,670-67.5% |
| Participant deferral / active EE | $2,041 | $3,411-40.2% | $5,680-64.1% | $4,125-50.5% |
| Admin fee / account holder | $1,627 | $5,956-72.7% | $13,210-87.7% | $5,651-71.2% |