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 | $39,047 | $91,190-57.2% | $178,490-78.1% | $79,858-51.1% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 16.72% | 24.19%-7.5pp | 151.07%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $860 | $3,256-73.6% | $5,011-82.8% | $2,471-65.2% |
| Participant deferral / active EE | $2,356 | $3,236-27.2% | $5,202-54.7% | $3,740-37.0% |
| Admin fee / account holder | $304 | $6,751-95.5% | $13,984-97.8% | $5,306-94.3% |