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 | $34,853 | $77,899-55.3% | $149,673-76.7% | $75,163-53.6% |
| Participation rate | 45.9% | 65.6%-19.7pp | 78.8%-32.9pp | 67.2%-21.3pp |
| Annual return | 19.67% | 31.72%-12.0pp | 134.42%-114.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $995 | $3,137-68.3% | $4,818-79.3% | $2,670-62.7% |
| Participant deferral / active EE | $2,504 | $3,411-26.6% | $5,680-55.9% | $4,125-39.3% |
| Admin fee / account holder | $3,129 | $5,956-47.5% | $13,210-76.3% | $5,651-44.6% |