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 | $37,588 | $58,208-35.4% | $81,812-54.1% | $80,856-53.5% |
| Participation rate | 62.2% | 63.4%-1.2pp | 72.3%-10.1pp | 67.6%-5.4pp |
| Annual return | 11.20% | 41.66%-30.5pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $783 | $2,340-66.5% | $2,912-73.1% | $2,755-71.6% |
| Participant deferral / active EE | $2,011 | $3,281-38.7% | $4,319-53.4% | $4,296-53.2% |
| Admin fee / account holder | $3,759 | $4,981-24.5% | $7,386-49.1% | $6,918-45.7% |