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 | $38,243 | $80,717-52.6% | $154,803-75.3% | $84,808-54.9% |
| Participation rate | 63.7% | 66.8%-3.1pp | 78.1%-14.3pp | 68.3%-4.6pp |
| Annual return | 13.64% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $771 | $2,761-72.1% | $4,305-82.1% | $2,631-70.7% |
| Participant deferral / active EE | $1,874 | $3,303-43.3% | $5,540-66.2% | $4,212-55.5% |
| Admin fee / account holder | $10,695 | $6,746+58.6% | $14,329-25.4% | $7,344+45.6% |