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 | $44,535 | $85,766-48.1% | $136,294-67.3% | $70,131-36.5% |
| Participation rate | 66.1% | 74.2%-8.0pp | 81.9%-15.8pp | 69.5%-3.4pp |
| Annual return | 17.26% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $994 | $2,966-66.5% | $4,695-78.8% | $2,342-57.6% |
| Participant deferral / active EE | $2,731 | $5,051-45.9% | $6,247-56.3% | $3,332-18.0% |
| Admin fee / account holder | $1,655 | $5,420-69.5% | $9,243-82.1% | $4,645-64.4% |