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 | $39,883 | $86,944-54.1% | $107,525-62.9% | $74,304-46.3% |
| Participation rate | 46.5% | 59.6%-13.1pp | 75.1%-28.6pp | 60.3%-13.9pp |
| Annual return | 16.55% | 23.52%-7.0pp | 181.32%-164.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $784 | $2,757-71.6% | $3,754-79.1% | $2,241-65.0% |
| Participant deferral / active EE | $1,841 | $3,554-48.2% | $5,116-64.0% | $3,767-51.1% |
| Admin fee / account holder | $7,303 | $3,727+96.0% | $8,919-18.1% | $2,969+146.0% |