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 | $34,731 | $54,705-36.5% | $71,209-51.2% | $84,808-59.0% |
| Participation rate | 55.8% | 64.1%-8.3pp | 73.8%-17.9pp | 68.3%-12.5pp |
| Annual return | 17.59% | 35.90%-18.3pp | 282.51%-264.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,188 | $2,158-44.9% | $2,721-56.3% | $2,631-54.8% |
| Participant deferral / active EE | $1,618 | $3,030-46.6% | $4,175-61.2% | $4,212-61.6% |
| Admin fee / account holder | $892 | $4,863-81.7% | $5,349-83.3% | $7,344-87.9% |