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 | $36,096 | $73,933-51.2% | $96,683-62.7% | $75,163-52.0% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 25.70% | 26.70%-1.0pp | 35.69%-10.0pp | 160.62%-134.9pp |
| Employer contribution / active EE | $838 | $2,928-71.4% | $3,737-77.6% | $2,670-68.6% |
| Participant deferral / active EE | $2,813 | $3,659-23.1% | $4,878-42.3% | $4,125-31.8% |
| Admin fee / account holder | $1,516 | $5,216-70.9% | $6,730-77.5% | $5,651-73.2% |