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 | $37,378 | $65,365-42.8% | $92,893-59.8% | $72,985-48.8% |
| Participation rate | 42.0% | 68.3%-26.3pp | 76.0%-34.0pp | 69.5%-27.5pp |
| Annual return | 22.04% | 42.10%-20.1pp | 109.41%-87.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $931 | $2,594-64.1% | $3,653-74.5% | $2,440-61.9% |
| Participant deferral / active EE | $3,346 | $3,128+7.0% | $4,236-21.0% | $3,607-7.2% |
| Admin fee / account holder | $601 | $4,251-85.9% | $5,794-89.6% | $5,124-88.3% |