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 | $38,047 | $65,365-41.8% | $92,893-59.0% | $72,985-47.9% |
| Participation rate | 55.0% | 68.3%-13.3pp | 76.0%-21.0pp | 69.5%-14.5pp |
| Annual return | 19.88% | 42.10%-22.2pp | 109.41%-89.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,429 | $2,594-44.9% | $3,653-60.9% | $2,440-41.5% |
| Participant deferral / active EE | $2,002 | $3,128-36.0% | $4,236-52.7% | $3,607-44.5% |
| Admin fee / account holder | $476 | $4,251-88.8% | $5,794-91.8% | $5,124-90.7% |