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 | $39,421 | $52,279-24.6% | $89,391-55.9% | $79,858-50.6% |
| Participation rate | 47.4% | 57.5%-10.2pp | 68.0%-20.6pp | 69.6%-22.3pp |
| Annual return | 16.95% | 22.16%-5.2pp | 245.62%-228.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $885 | $1,572-43.7% | $2,586-65.8% | $2,471-64.2% |
| Participant deferral / active EE | $1,900 | $2,740-30.7% | $3,890-51.1% | $3,740-49.2% |
| Admin fee / account holder | $704 | $3,356-79.0% | $4,881-85.6% | $5,306-86.7% |