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 | $38,620 | $58,208-33.7% | $81,812-52.8% | $80,856-52.2% |
| Participation rate | 57.7% | 63.4%-5.7pp | 72.3%-14.7pp | 67.6%-9.9pp |
| Annual return | 14.00% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $830 | $2,340-64.5% | $2,912-71.5% | $2,755-69.9% |
| Participant deferral / active EE | $3,729 | $3,281+13.6% | $4,319-13.7% | $4,296-13.2% |
| Admin fee / account holder | $1,803 | $4,981-63.8% | $7,386-75.6% | $6,918-73.9% |