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 | $31,130 | $53,127-41.4% | $86,590-64.0% | $70,131-55.6% |
| Participation rate | 46.0% | 65.3%-19.3pp | 73.5%-27.5pp | 69.5%-23.5pp |
| Annual return | 18.48% | 27.66%-9.2pp | 964.84%-946.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $724 | $2,068-65.0% | $2,839-74.5% | $2,342-69.1% |
| Participant deferral / active EE | $1,743 | $2,696-35.4% | $3,609-51.7% | $3,332-47.7% |
| Admin fee / account holder | $5,151 | $3,585+43.7% | $4,906+5.0% | $4,645+10.9% |