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 | $43,260 | $56,317-23.2% | $71,209-39.2% | $74,304-41.8% |
| Participation rate | 41.9% | 55.1%-13.2pp | 73.8%-31.8pp | 60.3%-18.4pp |
| Annual return | 16.71% | 42.83%-26.1pp | 282.51%-265.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $688 | $2,160-68.2% | $2,721-74.7% | $2,241-69.3% |
| Participant deferral / active EE | $1,591 | $2,788-42.9% | $4,175-61.9% | $3,767-57.8% |
| Admin fee / account holder | $1,024 | $2,290-55.3% | $5,349-80.9% | $2,969-65.5% |