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 | $38,129 | $84,556-54.9% | $116,228-67.2% | $74,304-48.7% |
| Participation rate | 27.6% | 66.0%-38.4pp | 74.6%-46.9pp | 60.3%-32.7pp |
| Annual return | 15.49% | 18.35%-2.9pp | 90.06%-74.6pp | 29.43%-13.9pp |
| Employer contribution / active EE | $789 | $2,168-63.6% | $2,994-73.7% | $2,241-64.8% |
| Participant deferral / active EE | $1,722 | $3,814-54.9% | $4,953-65.2% | $3,767-54.3% |
| Admin fee / account holder | $1,602 | $3,792-57.8% | $11,989-86.6% | $2,969-46.0% |