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 | $42,485 | $77,314-45.0% | $177,989-76.1% | $80,856-47.5% |
| Participation rate | 34.0% | 65.7%-31.7pp | 77.1%-43.0pp | 67.6%-33.6pp |
| Annual return | 11.95% | 18.09%-6.1pp | 294.48%-282.5pp | 35.59%-23.6pp |
| Employer contribution / active EE | $677 | $2,292-70.5% | $3,949-82.9% | $2,755-75.4% |
| Participant deferral / active EE | $2,943 | $4,411-33.3% | $6,276-53.1% | $4,296-31.5% |
| Admin fee / account holder | $1,804 | $7,191-74.9% | $10,363-82.6% | $6,918-73.9% |