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 | $35,302 | $53,127-33.6% | $86,590-59.2% | $70,131-49.7% |
| Participation rate | 20.0% | 65.3%-45.3pp | 73.5%-53.5pp | 69.5%-49.5pp |
| Annual return | 19.17% | 27.66%-8.5pp | 964.84%-945.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $553 | $2,068-73.3% | $2,839-80.5% | $2,342-76.4% |
| Participant deferral / active EE | $1,861 | $2,696-31.0% | $3,609-48.4% | $3,332-44.2% |
| Admin fee / account holder | $345 | $3,585-90.4% | $4,906-93.0% | $4,645-92.6% |