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 | $42,471 | $78,422-45.8% | $95,952-55.7% | $79,858-46.8% |
| Participation rate | 48.0% | 73.5%-25.5pp | 77.1%-29.1pp | 69.6%-21.6pp |
| Annual return | 13.08% | 19.37%-6.3pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $488 | $1,945-74.9% | $2,541-80.8% | $2,471-80.2% |
| Participant deferral / active EE | $2,146 | $3,440-37.6% | $4,167-48.5% | $3,740-42.6% |
| Admin fee / account holder | $19,336 | $5,622+243.9% | $6,795+184.5% | $5,306+264.4% |