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 | $38,037 | $106,890-64.4% | $84,015-54.7% | $152,861-75.1% |
| Participation rate | 42.1% | 75.2%-33.1pp | 69.0%-26.9pp | 82.4%-40.3pp |
| Annual return | 10.48% | 104.99%-94.5pp | 71.31%-60.8pp | 345.32%-334.8pp |
| Employer contribution / active EE | $713 | $2,734-73.9% | $1,983-64.1% | $4,762-85.0% |
| Participant deferral / active EE | $1,184 | $4,011-70.5% | $3,239-63.4% | $5,850-79.8% |
| Admin fee / account holder | $7,316 | $8,285-11.7% | $6,101+19.9% | $11,596-36.9% |