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 | $35,454 | $56,199-36.9% | $67,652-47.6% | $59,632-40.5% |
| Participation rate | 32.8% | 71.5%-38.7pp | 75.7%-42.9pp | 68.7%-35.9pp |
| Annual return | 10.75% | 18505.31%-18494.6pp | 6625.04%-6614.3pp | 2041.28%-2030.5pp |
| Employer contribution / active EE | $896 | $1,614-44.5% | $2,266-60.5% | $2,203-59.3% |
| Participant deferral / active EE | $1,632 | $2,844-42.6% | $3,560-54.2% | $3,192-48.9% |
| Admin fee / account holder | $3,338 | $3,958-15.7% | $4,821-30.8% | $4,297-22.3% |