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 | $44,462 | $95,416-53.4% | $185,823-76.1% | $85,850-48.2% |
| Participation rate | 48.1% | 68.8%-20.6pp | 81.7%-33.6pp | 69.3%-21.2pp |
| Annual return | 16.39% | 23.59%-7.2pp | 122.05%-105.7pp | 318.53%-302.1pp |
| Employer contribution / active EE | $618 | $3,314-81.4% | $5,167-88.0% | $2,565-75.9% |
| Participant deferral / active EE | $1,827 | $3,423-46.6% | $5,568-67.2% | $3,952-53.8% |
| Admin fee / account holder | $3,314 | $7,213-54.1% | $16,237-79.6% | $6,260-47.1% |