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 | $34,498 | $113,339-69.6% | $94,993-63.7% | $147,584-76.6% |
| Participation rate | 45.5% | 78.0%-32.5pp | 73.9%-28.4pp | 82.8%-37.4pp |
| Annual return | 16.63% | 20.77%-4.1pp | 27.12%-10.5pp | 578.55%-561.9pp |
| Employer contribution / active EE | $196 | $3,160-93.8% | $2,603-92.5% | $4,876-96.0% |
| Participant deferral / active EE | $748 | $3,777-80.2% | $3,317-77.5% | $5,439-86.3% |
| Admin fee / account holder | $2,421 | $6,063-60.1% | $4,960-51.2% | $10,885-77.8% |