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 | $29,069 | $48,795-40.4% | $65,493-55.6% | $84,808-65.7% |
| Participation rate | 51.2% | 67.0%-15.8pp | 73.1%-21.9pp | 68.3%-17.1pp |
| Annual return | 13.58% | 20.20%-6.6pp | 982.45%-968.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $732 | $1,930-62.1% | $2,574-71.6% | $2,631-72.2% |
| Participant deferral / active EE | $1,624 | $2,928-44.5% | $3,961-59.0% | $4,212-61.4% |
| Admin fee / account holder | $3,633 | $3,877-6.3% | $5,028-27.7% | $7,344-50.5% |