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 | $43,568 | $58,726-25.8% | $92,233-52.8% | $62,292-30.1% |
| Participation rate | 30.7% | 68.3%-37.6pp | 76.5%-45.8pp | 69.5%-38.8pp |
| Annual return | 14.25% | 43.62%-29.4pp | 176.28%-162.0pp | 28.90%-14.6pp |
| Employer contribution / active EE | $736 | $2,392-69.2% | $3,679-80.0% | $2,042-63.9% |
| Participant deferral / active EE | $1,998 | $2,766-27.7% | $3,897-48.7% | $3,169-36.9% |
| Admin fee / account holder | $4,776 | $556+758.3% | $5,194-8.0% | $479+896.4% |