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 | $37,529 | $45,035-16.7% | $62,995-40.4% | $70,131-46.5% |
| Participation rate | 52.3% | 69.5%-17.3pp | 74.8%-22.5pp | 69.5%-17.3pp |
| Annual return | 14.95% | 18.76%-3.8pp | 87.57%-72.6pp | 73.14%-58.2pp |
| Employer contribution / active EE | $579 | $2,051-71.8% | $2,759-79.0% | $2,342-75.3% |
| Participant deferral / active EE | $1,734 | $2,465-29.7% | $3,329-47.9% | $3,332-48.0% |
| Admin fee / account holder | $1,984 | $2,834-30.0% | $3,600-44.9% | $4,645-57.3% |