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 | $34,175 | $89,753-61.9% | $107,525-68.2% | $84,808-59.7% |
| Participation rate | 47.9% | 68.1%-20.1pp | 75.1%-27.2pp | 68.3%-20.4pp |
| Annual return | 19.42% | 29.48%-10.1pp | 181.32%-161.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $991 | $3,113-68.2% | $3,754-73.6% | $2,631-62.4% |
| Participant deferral / active EE | $2,033 | $4,056-49.9% | $5,116-60.3% | $4,212-51.7% |
| Admin fee / account holder | $2,730 | $7,222-62.2% | $8,919-69.4% | $7,344-62.8% |