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 | $41,529 | $99,079-58.1% | $77,999-46.8% | $273,961-84.8% |
| Participation rate | 65.0% | 78.6%-13.6pp | 75.5%-10.5pp | 83.0%-18.0pp |
| Annual return | 5.37% | 217.93%-212.6pp | 425.96%-420.6pp | 41.45%-36.1pp |
| Employer contribution / active EE | $643 | $3,308-80.5% | $2,470-74.0% | $4,869-86.8% |
| Participant deferral / active EE | $1,370 | $4,306-68.2% | $3,497-60.8% | $5,287-74.1% |
| Admin fee / account holder | $9,394 | $8,954+4.9% | $5,480+71.4% | $10,132-7.3% |