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 | $44,503 | $56,317-21.0% | $71,209-37.5% | $74,304-40.1% |
| Participation rate | 35.0% | 55.1%-20.2pp | 73.8%-38.8pp | 60.3%-25.4pp |
| Annual return | 14.84% | 42.83%-28.0pp | 282.51%-267.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $710 | $2,160-67.1% | $2,721-73.9% | $2,241-68.3% |
| Participant deferral / active EE | $1,114 | $2,788-60.1% | $4,175-73.3% | $3,767-70.4% |
| Admin fee / account holder | $5,793 | $2,290+153.0% | $5,349+8.3% | $2,969+95.1% |