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 | $42,161 | $78,926-46.6% | $136,749-69.2% | $84,808-50.3% |
| Participation rate | 44.0% | 62.2%-18.2pp | 72.1%-28.1pp | 68.3%-24.3pp |
| Annual return | 13.01% | 18.17%-5.2pp | 24.33%-11.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $933 | $2,134-56.3% | $3,400-72.5% | $2,631-64.5% |
| Participant deferral / active EE | $2,620 | $3,168-17.3% | $4,692-44.2% | $4,212-37.8% |
| Admin fee / account holder | $12,066 | $6,369+89.4% | $11,386+6.0% | $7,344+64.3% |