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 | $37,840 | $91,190-58.5% | $178,490-78.8% | $79,858-52.6% |
| Participation rate | 44.2% | 69.2%-25.0pp | 81.9%-37.7pp | 69.6%-25.4pp |
| Annual return | 18.92% | 24.19%-5.3pp | 151.07%-132.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $498 | $3,256-84.7% | $5,011-90.1% | $2,471-79.9% |
| Participant deferral / active EE | $1,041 | $3,236-67.8% | $5,202-80.0% | $3,740-72.2% |
| Admin fee / account holder | $418 | $6,751-93.8% | $13,984-97.0% | $5,306-92.1% |