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 | $37,906 | $48,795-22.3% | $65,493-42.1% | $84,808-55.3% |
| Participation rate | 41.8% | 67.0%-25.2pp | 73.1%-31.3pp | 68.3%-26.5pp |
| Annual return | 15.83% | 20.20%-4.4pp | 982.45%-966.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $618 | $1,930-68.0% | $2,574-76.0% | $2,631-76.5% |
| Participant deferral / active EE | $1,148 | $2,928-60.8% | $3,961-71.0% | $4,212-72.8% |
| Admin fee / account holder | $6,504 | $3,877+67.8% | $5,028+29.4% | $7,344-11.4% |