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 | $39,051 | $65,041-40.0% | $90,951-57.1% | $79,858-51.1% |
| Participation rate | 55.3% | 61.6%-6.3pp | 69.0%-13.7pp | 69.6%-14.4pp |
| Annual return | 16.73% | 30.45%-13.7pp | 134.60%-117.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $390 | $1,247-68.7% | $2,122-81.6% | $2,471-84.2% |
| Participant deferral / active EE | $1,532 | $2,512-39.0% | $3,373-54.6% | $3,740-59.1% |
| Admin fee / account holder | $5,376 | $4,536+18.5% | $5,959-9.8% | $5,306+1.3% |