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 | $41,280 | $53,516-22.9% | $126,539-67.4% | $84,808-51.3% |
| Participation rate | 43.8% | 58.2%-14.5pp | 69.8%-26.1pp | 68.3%-24.6pp |
| Annual return | 14.34% | 58.34%-44.0pp | 425.95%-411.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $387 | $1,535-74.8% | $3,674-89.5% | $2,631-85.3% |
| Participant deferral / active EE | $955 | $2,671-64.3% | $4,083-76.6% | $4,212-77.3% |
| Admin fee / account holder | $3,706 | $4,497-17.6% | $6,065-38.9% | $7,344-49.5% |