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 | $39,262 | $77,314-49.2% | $177,989-77.9% | $80,856-51.4% |
| Participation rate | 54.8% | 65.7%-10.9pp | 77.1%-22.2pp | 67.6%-12.8pp |
| Annual return | 12.62% | 18.09%-5.5pp | 294.48%-281.9pp | 35.59%-23.0pp |
| Employer contribution / active EE | $961 | $2,292-58.1% | $3,949-75.7% | $2,755-65.1% |
| Participant deferral / active EE | $1,614 | $4,411-63.4% | $6,276-74.3% | $4,296-62.4% |
| Admin fee / account holder | $1,947 | $7,191-72.9% | $10,363-81.2% | $6,918-71.9% |