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 | $42,004 | $64,324-34.7% | $118,925-64.7% | $79,858-47.4% |
| Participation rate | 50.0% | 64.9%-14.9pp | 75.4%-25.4pp | 69.6%-19.6pp |
| Annual return | 13.44% | 86.45%-73.0pp | 35.88%-22.4pp | 31.71%-18.3pp |
| Employer contribution / active EE | $839 | $1,836-54.3% | $3,263-74.3% | $2,471-66.0% |
| Participant deferral / active EE | $1,233 | $2,824-56.3% | $4,265-71.1% | $3,740-67.0% |
| Admin fee / account holder | $1,020 | $4,040-74.7% | $6,581-84.5% | $5,306-80.8% |