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 | $31,019 | $54,705-43.3% | $71,209-56.4% | $84,808-63.4% |
| Participation rate | 42.6% | 64.1%-21.4pp | 73.8%-31.1pp | 68.3%-25.7pp |
| Annual return | 15.99% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $687 | $2,158-68.2% | $2,721-74.8% | $2,631-73.9% |
| Participant deferral / active EE | $1,081 | $3,030-64.3% | $4,175-74.1% | $4,212-74.3% |
| Admin fee / account holder | $3,985 | $4,863-18.1% | $5,349-25.5% | $7,344-45.7% |