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 | $42,415 | $71,050-40.3% | $93,606-54.7% | $80,856-47.5% |
| Participation rate | 44.9% | 60.4%-15.5pp | 68.7%-23.8pp | 67.6%-22.7pp |
| Annual return | 10.23% | 11.26%-1.0pp | 133.20%-123.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $458 | $1,564-70.7% | $2,420-81.1% | $2,755-83.4% |
| Participant deferral / active EE | $3,886 | $4,034-3.7% | $4,411-11.9% | $4,296-9.5% |
| Admin fee / account holder | $10,383 | $6,945+49.5% | $8,285+25.3% | $6,918+50.1% |