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 | $43,721 | $74,888-41.6% | $71,209-38.6% | $142,382-69.3% |
| Participation rate | 47.6% | 76.2%-28.6pp | 73.8%-26.1pp | 80.1%-32.5pp |
| Annual return | 13.26% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $772 | $2,854-73.0% | $2,721-71.6% | $4,299-82.1% |
| Participant deferral / active EE | $2,107 | $4,454-52.7% | $4,175-49.5% | $6,507-67.6% |
| Admin fee / account holder | $7,049 | $5,568+26.6% | $5,349+31.8% | $12,624-44.2% |