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 | $38,422 | $84,233-54.4% | $170,442-77.5% | $70,131-45.2% |
| Participation rate | 34.4% | 70.8%-36.5pp | 83.6%-49.2pp | 69.5%-35.2pp |
| Annual return | 19.16% | 23.06%-3.9pp | 205.93%-186.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $950 | $3,387-71.9% | $5,433-82.5% | $2,342-59.4% |
| Participant deferral / active EE | $2,377 | $3,086-23.0% | $4,939-51.9% | $3,332-28.6% |
| Admin fee / account holder | $985 | $5,698-82.7% | $13,880-92.9% | $4,645-78.8% |