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 | $43,604 | $84,233-48.2% | $170,442-74.4% | $70,131-37.8% |
| Participation rate | 50.9% | 70.8%-19.9pp | 83.6%-32.7pp | 69.5%-18.6pp |
| Annual return | 13.67% | 23.06%-9.4pp | 205.93%-192.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $784 | $3,387-76.8% | $5,433-85.6% | $2,342-66.5% |
| Participant deferral / active EE | $1,981 | $3,086-35.8% | $4,939-59.9% | $3,332-40.5% |
| Admin fee / account holder | $3,078 | $5,698-46.0% | $13,880-77.8% | $4,645-33.7% |