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 | $40,016 | $57,354-30.2% | $83,848-52.3% | $64,186-37.7% |
| Participation rate | 51.9% | 68.6%-16.8pp | 76.1%-24.3pp | 69.6%-17.7pp |
| Annual return | 12.14% | 11.38%+0.8pp | 850.88%-838.7pp | 7.63%+4.5pp |
| Employer contribution / active EE | $620 | $2,545-75.6% | $3,631-82.9% | $2,381-74.0% |
| Participant deferral / active EE | $1,893 | $2,993-36.7% | $4,082-53.6% | $3,470-45.4% |
| Admin fee / account holder | $25,789 | $4,046+537.4% | $5,478+370.8% | $4,888+427.6% |