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 | $47,144 | $65,365-27.9% | $92,893-49.2% | $72,985-35.4% |
| Participation rate | 62.3% | 68.3%-6.0pp | 76.0%-13.7pp | 69.5%-7.2pp |
| Annual return | 30.48% | 42.10%-11.6pp | 109.41%-78.9pp | 81.00%-50.5pp |
| Employer contribution / active EE | $687 | $2,594-73.5% | $3,653-81.2% | $2,440-71.8% |
| Participant deferral / active EE | $3,927 | $3,128+25.5% | $4,236-7.3% | $3,607+8.9% |
| Admin fee / account holder | $5,308 | $4,251+24.9% | $5,794-8.4% | $5,124+3.6% |