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 | $37,734 | $80,724-53.3% | $103,333-63.5% | $74,495-49.3% |
| Participation rate | 39.9% | 65.7%-25.8pp | 74.5%-34.6pp | 67.2%-27.3pp |
| Annual return | 23.17% | 27.56%-4.4pp | 24.88%-1.7pp | 1364.94%-1341.8pp |
| Employer contribution / active EE | $1,987 | $3,157-37.1% | $3,868-48.6% | $2,623-24.2% |
| Participant deferral / active EE | $4,221 | $3,860+9.3% | $5,057-16.5% | $4,346-2.9% |
| Admin fee / account holder | $4,492 | $2,368+89.7% | $8,355-46.2% | $1,942+131.4% |