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 | $36,471 | $58,694-37.9% | $142,863-74.5% | $85,850-57.5% |
| Participation rate | 57.9% | 58.5%-0.6pp | 71.9%-14.0pp | 69.3%-11.4pp |
| Annual return | 14.88% | 27.72%-12.8pp | 5637.54%-5622.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $978 | $1,423-31.2% | $4,144-76.4% | $2,565-61.9% |
| Participant deferral / active EE | $2,278 | $2,607-12.6% | $3,837-40.6% | $3,952-42.4% |
| Admin fee / account holder | $4,952 | $4,239+16.8% | $6,560-24.5% | $6,260-20.9% |