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 | $47,236 | $81,248-41.9% | $155,509-69.6% | $80,856-41.6% |
| Participation rate | 44.4% | 66.2%-21.8pp | 78.2%-33.7pp | 67.6%-23.2pp |
| Annual return | 15.46% | 33.31%-17.9pp | 64.67%-49.2pp | 35.59%-20.1pp |
| Employer contribution / active EE | $642 | $3,100-79.3% | $4,672-86.3% | $2,755-76.7% |
| Participant deferral / active EE | $1,528 | $3,452-55.7% | $5,626-72.8% | $4,296-64.4% |
| Admin fee / account holder | $8,771 | $7,997+9.7% | $15,912-44.9% | $6,918+26.8% |