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 | $39,459 | $58,208-32.2% | $81,812-51.8% | $80,856-51.2% |
| Participation rate | 32.3% | 63.4%-31.1pp | 72.3%-40.1pp | 67.6%-35.3pp |
| Annual return | 11.79% | 41.66%-29.9pp | 773.79%-762.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $688 | $2,340-70.6% | $2,912-76.4% | $2,755-75.0% |
| Participant deferral / active EE | $1,120 | $3,281-65.9% | $4,319-74.1% | $4,296-73.9% |
| Admin fee / account holder | $3,815 | $4,981-23.4% | $7,386-48.3% | $6,918-44.9% |