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 | $44,210 | $127,264-65.3% | $109,895-59.8% | $167,490-73.6% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.2%-40.9pp | 82.1%-48.8pp |
| Annual return | 11.37% | 22.97%-11.6pp | 29.45%-18.1pp | 478.56%-467.2pp |
| Employer contribution / active EE | $605 | $3,322-81.8% | $2,842-78.7% | $4,837-87.5% |
| Participant deferral / active EE | $3,009 | $4,514-33.3% | $4,048-25.7% | $6,341-52.6% |
| Admin fee / account holder | $668 | $7,114-90.6% | $6,066-89.0% | $12,309-94.6% |