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 | $40,139 | $53,516-25.0% | $126,539-68.3% | $84,808-52.7% |
| Participation rate | 23.3% | 58.2%-34.9pp | 69.8%-46.5pp | 68.3%-45.0pp |
| Annual return | 13.28% | 58.34%-45.1pp | 425.95%-412.7pp | 40.90%-27.6pp |
| Employer contribution / active EE | $265 | $1,535-82.8% | $3,674-92.8% | $2,631-89.9% |
| Participant deferral / active EE | $924 | $2,671-65.4% | $4,083-77.4% | $4,212-78.1% |
| Admin fee / account holder | $6,053 | $4,497+34.6% | $6,065-0.2% | $7,344-17.6% |