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 | $35,393 | $71,050-50.2% | $93,606-62.2% | $80,856-56.2% |
| Participation rate | 52.1% | 60.4%-8.3pp | 68.7%-16.6pp | 67.6%-15.6pp |
| Annual return | 19.00% | 11.26%+7.7pp | 133.20%-114.2pp | 35.59%-16.6pp |
| Employer contribution / active EE | $784 | $1,564-49.8% | $2,420-67.6% | $2,755-71.5% |
| Participant deferral / active EE | $1,372 | $4,034-66.0% | $4,411-68.9% | $4,296-68.1% |
| Admin fee / account holder | $4,018 | $6,945-42.1% | $8,285-51.5% | $6,918-41.9% |