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 | $31,400 | $43,133-27.2% | $89,391-64.9% | $73,488-57.3% |
| Participation rate | 30.5% | 55.0%-24.5pp | 68.0%-37.5pp | 70.7%-40.2pp |
| Annual return | 15.57% | 135.66%-120.1pp | 245.62%-230.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $676 | $1,438-53.0% | $2,586-73.9% | $2,270-70.2% |
| Participant deferral / active EE | $1,336 | $2,445-45.4% | $3,890-65.7% | $3,740-64.3% |
| Admin fee / account holder | $1,141 | $444+157.2% | $4,881-76.6% | $513+122.5% |