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 | $39,101 | $25,014+56.3% | $69,647-43.9% | $80,856-51.6% |
| Participation rate | 29.5% | 64.2%-34.7pp | 66.5%-36.9pp | 67.6%-38.1pp |
| Annual return | 16.28% | 19.07%-2.8pp | 100.48%-84.2pp | 35.59%-19.3pp |
| Employer contribution / active EE | $726 | $993-26.9% | $1,712-57.6% | $2,755-73.6% |
| Participant deferral / active EE | $1,207 | $1,839-34.3% | $2,886-58.2% | $4,296-71.9% |
| Admin fee / account holder | $31,967 | $2,488+1184.9% | $4,713+578.3% | $6,918+362.1% |