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 | $44,627 | $51,576-13.5% | $129,207-65.5% | $80,856-44.8% |
| Participation rate | 32.6% | 57.0%-24.4pp | 69.6%-37.1pp | 67.6%-35.1pp |
| Annual return | 13.28% | 20.81%-7.5pp | 9417.33%-9404.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,444 | $1,584-8.8% | $4,153-65.2% | $2,755-47.6% |
| Participant deferral / active EE | $2,659 | $2,669-0.4% | $4,168-36.2% | $4,296-38.1% |
| Admin fee / account holder | $4,417 | $4,305+2.6% | $7,715-42.7% | $6,918-36.2% |