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 | $40,446 | $71,050-43.1% | $93,606-56.8% | $80,856-50.0% |
| Participation rate | 46.7% | 60.4%-13.7pp | 68.7%-22.1pp | 67.6%-21.0pp |
| Annual return | 12.21% | 11.26%+1.0pp | 133.20%-121.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $792 | $1,564-49.3% | $2,420-67.3% | $2,755-71.3% |
| Participant deferral / active EE | $2,349 | $4,034-41.8% | $4,411-46.7% | $4,296-45.3% |
| Admin fee / account holder | $1,179 | $6,945-83.0% | $8,285-85.8% | $6,918-83.0% |