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 | $44,197 | $80,968-45.4% | $96,544-54.2% | $75,163-41.2% |
| Participation rate | 37.5% | 71.8%-34.3pp | 76.0%-38.5pp | 67.2%-29.7pp |
| Annual return | 14.88% | 27.06%-12.2pp | 25.84%-11.0pp | 160.62%-145.7pp |
| Employer contribution / active EE | $975 | $2,282-57.3% | $2,965-67.1% | $2,670-63.5% |
| Participant deferral / active EE | $1,901 | $3,928-51.6% | $4,851-60.8% | $4,125-53.9% |
| Admin fee / account holder | $19,861 | $6,724+195.4% | $8,252+140.7% | $5,651+251.5% |