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 | $38,520 | $53,127-27.5% | $86,590-55.5% | $70,131-45.1% |
| Participation rate | 55.4% | 65.3%-9.9pp | 73.5%-18.1pp | 69.5%-14.1pp |
| Annual return | 19.97% | 27.66%-7.7pp | 964.84%-944.9pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,168 | $2,068-43.5% | $2,839-58.9% | $2,342-50.1% |
| Participant deferral / active EE | $2,272 | $2,696-15.7% | $3,609-37.0% | $3,332-31.8% |
| Admin fee / account holder | $317 | $3,585-91.2% | $4,906-93.5% | $4,645-93.2% |