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 | $37,935 | $53,127-28.6% | $86,590-56.2% | $70,131-45.9% |
| Participation rate | 42.3% | 65.3%-23.0pp | 73.5%-31.2pp | 69.5%-27.2pp |
| Annual return | 25.00% | 27.66%-2.7pp | 964.84%-939.8pp | 73.14%-48.1pp |
| Employer contribution / active EE | $551 | $2,068-73.3% | $2,839-80.6% | $2,342-76.5% |
| Participant deferral / active EE | $1,767 | $2,696-34.5% | $3,609-51.0% | $3,332-47.0% |
| Admin fee / account holder | $1,448 | $3,585-59.6% | $4,906-70.5% | $4,645-68.8% |