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 | $39,677 | $98,240-59.6% | $82,313-51.8% | $147,584-73.1% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 13.84% | 30.85%-17.0pp | 25.88%-12.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $968 | $3,192-69.7% | $2,428-60.2% | $4,876-80.2% |
| Participant deferral / active EE | $1,476 | $4,383-66.3% | $3,706-60.2% | $5,439-72.9% |
| Admin fee / account holder | $1,168 | $8,563-86.4% | $5,608-79.2% | $10,885-89.3% |