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 | $38,208 | $91,190-58.1% | $178,490-78.6% | $79,858-52.2% |
| Participation rate | 31.0% | 69.2%-38.2pp | 81.9%-50.9pp | 69.6%-38.6pp |
| Annual return | 12.20% | 24.19%-12.0pp | 151.07%-138.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $510 | $3,256-84.3% | $5,011-89.8% | $2,471-79.4% |
| Participant deferral / active EE | $1,184 | $3,236-63.4% | $5,202-77.2% | $3,740-68.3% |
| Admin fee / account holder | $518 | $6,751-92.3% | $13,984-96.3% | $5,306-90.2% |