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 | $42,566 | $48,230-11.7% | $67,502-36.9% | $80,856-47.4% |
| Participation rate | 56.8% | 66.4%-9.6pp | 72.9%-16.1pp | 67.6%-10.8pp |
| Annual return | 12.17% | 18.28%-6.1pp | 3512.12%-3500.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $815 | $2,020-59.7% | $2,731-70.2% | $2,755-70.4% |
| Participant deferral / active EE | $3,213 | $2,924+9.9% | $4,000-19.7% | $4,296-25.2% |
| Admin fee / account holder | $1,688 | $3,681-54.1% | $3,998-57.8% | $6,918-75.6% |