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 | $36,637 | $76,000-51.8% | $154,107-76.2% | $64,186-42.9% |
| Participation rate | 36.4% | 70.4%-34.1pp | 83.0%-46.7pp | 69.6%-33.2pp |
| Annual return | 5.85% | 30.32%-24.5pp | 735.12%-729.3pp | 7.63%-1.8pp |
| Employer contribution / active EE | $553 | $3,351-83.5% | $5,298-89.6% | $2,381-76.8% |
| Participant deferral / active EE | $1,390 | $3,175-56.2% | $5,081-72.6% | $3,470-59.9% |
| Admin fee / account holder | $3,644 | $5,596-34.9% | $13,411-72.8% | $4,888-25.5% |