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 | $42,450 | $86,944-51.2% | $107,525-60.5% | $74,304-42.9% |
| Participation rate | 43.7% | 59.6%-15.9pp | 75.1%-31.4pp | 60.3%-16.7pp |
| Annual return | 13.71% | 23.52%-9.8pp | 181.32%-167.6pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,146 | $2,757-58.4% | $3,754-69.5% | $2,241-48.9% |
| Participant deferral / active EE | $1,797 | $3,554-49.4% | $5,116-64.9% | $3,767-52.3% |
| Admin fee / account holder | $12,265 | $3,727+229.1% | $8,919+37.5% | $2,969+313.1% |