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 | $39,562 | $73,933-46.5% | $96,683-59.1% | $75,163-47.4% |
| Participation rate | 43.4% | 66.4%-23.0pp | 74.3%-30.9pp | 67.2%-23.8pp |
| Annual return | 15.61% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $818 | $2,928-72.1% | $3,737-78.1% | $2,670-69.4% |
| Participant deferral / active EE | $1,813 | $3,659-50.4% | $4,878-62.8% | $4,125-56.1% |
| Admin fee / account holder | $1,960 | $5,216-62.4% | $6,730-70.9% | $5,651-65.3% |