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 | $36,791 | $54,705-32.7% | $71,209-48.3% | $84,808-56.6% |
| Participation rate | 33.3% | 64.1%-30.7pp | 73.8%-40.4pp | 68.3%-35.0pp |
| Annual return | 13.49% | 35.90%-22.4pp | 282.51%-269.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,273 | $2,158-41.0% | $2,721-53.2% | $2,631-51.6% |
| Participant deferral / active EE | $2,738 | $3,030-9.7% | $4,175-34.4% | $4,212-35.0% |
| Admin fee / account holder | $13,840 | $4,863+184.6% | $5,349+158.8% | $7,344+88.5% |