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 | $41,070 | $60,349-31.9% | $74,183-44.6% | $62,891-34.7% |
| Participation rate | 55.9% | 72.7%-16.8pp | 76.6%-20.7pp | 69.3%-13.4pp |
| Annual return | 11.99% | 21.37%-9.4pp | 17.74%-5.7pp | 20.14%-8.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,704 | $2,856+134.7% | $3,550+88.9% | $3,203+109.3% |
| Admin fee / account holder | $4,745 | $4,261+11.4% | $5,586-15.1% | $4,296+10.5% |