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 | $34,983 | $127,777-72.6% | $106,548-67.2% | $167,490-79.1% |
| Participation rate | 43.5% | 78.3%-34.8pp | 76.1%-32.7pp | 82.1%-38.6pp |
| Annual return | 8.49% | 33.87%-25.4pp | 26.80%-18.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $967 | $3,427-71.8% | $2,819-65.7% | $4,837-80.0% |
| Participant deferral / active EE | $2,298 | $5,087-54.8% | $4,398-47.8% | $6,341-63.8% |
| Admin fee / account holder | $3,759 | $11,228-66.5% | $7,407-49.3% | $12,309-69.5% |