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 | $43,124 | $78,485-45.1% | $106,213-59.4% | $74,495-42.1% |
| Participation rate | 34.6% | 72.8%-38.2pp | 75.3%-40.6pp | 67.2%-32.6pp |
| Annual return | 12.41% | 15.95%-3.5pp | 116.14%-103.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,039 | $2,523-58.8% | $3,171-67.2% | $2,623-60.4% |
| Participant deferral / active EE | $2,150 | $4,322-50.3% | $5,016-57.1% | $4,346-50.5% |
| Admin fee / account holder | $5,131 | $2,232+129.9% | $11,033-53.5% | $1,942+164.3% |