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 | $49,575 | $54,541-9.1% | $78,778-37.1% | $70,131-29.3% |
| Participation rate | 28.3% | 60.8%-32.5pp | 69.2%-40.9pp | 69.5%-41.2pp |
| Annual return | 13.74% | 21.07%-7.3pp | 35.62%-21.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $724 | $1,089-33.5% | $1,986-63.5% | $2,342-69.1% |
| Participant deferral / active EE | $1,279 | $2,210-42.1% | $2,958-56.8% | $3,332-61.6% |
| Admin fee / account holder | $636 | $3,709-82.9% | $5,134-87.6% | $4,645-86.3% |