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 | $37,119 | $35,183+5.5% | $73,545-49.5% | $70,131-47.1% |
| Participation rate | 16.7% | 42.9%-26.3pp | 54.9%-38.3pp | 69.5%-52.9pp |
| Annual return | 14.37% | 26.90%-12.5pp | -15.16%+29.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $321 | $709-54.7% | $1,219-73.6% | $2,342-86.3% |
| Participant deferral / active EE | $395 | $1,220-67.6% | $1,806-78.1% | $3,332-88.1% |
| Admin fee / account holder | $1,436 | $2,302-37.6% | $2,320-38.1% | $4,645-69.1% |