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 | $29,057 | $53,127-45.3% | $86,590-66.4% | $70,131-58.6% |
| Participation rate | 56.4% | 65.3%-8.9pp | 73.5%-17.1pp | 69.5%-13.1pp |
| Annual return | 13.38% | 27.66%-14.3pp | 964.84%-951.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,444 | $2,068-30.2% | $2,839-49.2% | $2,342-38.4% |
| Participant deferral / active EE | $1,510 | $2,696-44.0% | $3,609-58.1% | $3,332-54.7% |
| Admin fee / account holder | $4,086 | $3,585+14.0% | $4,906-16.7% | $4,645-12.0% |