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 | $33,889 | $54,705-38.1% | $71,209-52.4% | $84,808-60.0% |
| Participation rate | 53.1% | 64.1%-10.9pp | 73.8%-20.6pp | 68.3%-15.2pp |
| Annual return | 19.86% | 35.90%-16.0pp | 282.51%-262.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $709 | $2,158-67.1% | $2,721-73.9% | $2,631-73.0% |
| Participant deferral / active EE | $4,394 | $3,030+45.0% | $4,175+5.2% | $4,212+4.3% |
| Admin fee / account holder | $10,034 | $4,863+106.3% | $5,349+87.6% | $7,344+36.6% |