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 | $58,174 | $81,248-28.4% | $155,509-62.6% | $80,856-28.1% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.6%-27.6pp |
| Annual return | 14.41% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $968 | $3,100-68.8% | $4,672-79.3% | $2,755-64.9% |
| Participant deferral / active EE | $1,461 | $3,452-57.7% | $5,626-74.0% | $4,296-66.0% |
| Admin fee / account holder | $9,738 | $7,997+21.8% | $15,912-38.8% | $6,918+40.8% |