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 | $36,147 | $104,974-65.6% | $95,585-62.2% | $142,382-74.6% |
| Participation rate | 39.1% | 75.0%-35.8pp | 72.1%-32.9pp | 80.1%-41.0pp |
| Annual return | 15.86% | 210.33%-194.5pp | 38.56%-22.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $469 | $2,779-83.1% | $2,527-81.4% | $4,299-89.1% |
| Participant deferral / active EE | $1,204 | $4,352-72.3% | $4,023-70.1% | $6,507-81.5% |
| Admin fee / account holder | $9,334 | $6,386+46.2% | $6,127+52.3% | $12,624-26.1% |