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 | $38,888 | $52,279-25.6% | $89,391-56.5% | $79,858-51.3% |
| Participation rate | 45.7% | 57.5%-11.8pp | 68.0%-22.3pp | 69.6%-23.9pp |
| Annual return | 13.63% | 22.16%-8.5pp | 245.62%-232.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $577 | $1,572-63.3% | $2,586-77.7% | $2,471-76.6% |
| Participant deferral / active EE | $3,090 | $2,740+12.8% | $3,890-20.6% | $3,740-17.4% |
| Admin fee / account holder | $1,722 | $3,356-48.7% | $4,881-64.7% | $5,306-67.5% |