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 | $37,779 | $79,449-52.4% | $189,557-80.1% | $85,850-56.0% |
| Participation rate | 50.8% | 66.0%-15.1pp | 78.4%-27.6pp | 69.3%-18.5pp |
| Annual return | 13.49% | 18.45%-5.0pp | 64.17%-50.7pp | 318.53%-305.0pp |
| Employer contribution / active EE | $733 | $2,081-64.8% | $4,412-83.4% | $2,565-71.4% |
| Participant deferral / active EE | $1,932 | $4,051-52.3% | $6,174-68.7% | $3,952-51.1% |
| Admin fee / account holder | $2,461 | $5,377-54.2% | $9,807-74.9% | $6,260-60.7% |