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 | $40,401 | $47,944-15.7% | $67,834-40.4% | $62,891-35.8% |
| Participation rate | 28.6% | 61.1%-32.5pp | 68.8%-40.2pp | 69.3%-40.7pp |
| Annual return | 5.47% | 11.77%-6.3pp | 138.47%-133.0pp | 20.14%-14.7pp |
| Employer contribution / active EE | $546 | $1,562-65.0% | $2,403-77.3% | $2,281-76.0% |
| Participant deferral / active EE | $1,398 | $2,247-37.8% | $3,160-55.8% | $3,203-56.4% |
| Admin fee / account holder | $1,085 | $3,712-70.8% | $4,622-76.5% | $4,296-74.7% |