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 | $42,208 | $70,428-40.1% | $96,562-56.3% | $85,850-50.8% |
| Participation rate | 50.8% | 61.8%-11.0pp | 69.8%-19.0pp | 69.3%-18.5pp |
| Annual return | 11.54% | 18.59%-7.1pp | 37.78%-26.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $436 | $1,413-69.2% | $2,356-81.5% | $2,565-83.0% |
| Participant deferral / active EE | $3,385 | $2,894+17.0% | $3,849-12.1% | $3,952-14.4% |
| Admin fee / account holder | $4,541 | $4,997-9.1% | $6,181-26.5% | $6,260-27.5% |