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 | $40,000 | $56,317-29.0% | $71,209-43.8% | $74,304-46.2% |
| Participation rate | 58.0% | 55.1%+2.9pp | 73.8%-15.7pp | 60.3%-2.3pp |
| Annual return | 18.17% | 42.83%-24.7pp | 282.51%-264.3pp | 29.43%-11.3pp |
| Employer contribution / active EE | $759 | $2,160-64.8% | $2,721-72.1% | $2,241-66.1% |
| Participant deferral / active EE | $3,849 | $2,788+38.1% | $4,175-7.8% | $3,767+2.2% |
| Admin fee / account holder | $9,483 | $2,290+314.2% | $5,349+77.3% | $2,969+219.4% |