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 | $54,600 | $54,541+0.1% | $78,778-30.7% | $70,131-22.1% |
| Participation rate | 42.5% | 60.8%-18.3pp | 69.2%-26.7pp | 69.5%-27.0pp |
| Annual return | 15.74% | 21.07%-5.3pp | 35.62%-19.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $279 | $1,089-74.4% | $1,986-86.0% | $2,342-88.1% |
| Participant deferral / active EE | $2,919 | $2,210+32.1% | $2,958-1.3% | $3,332-12.4% |
| Admin fee / account holder | $7,586 | $3,709+104.6% | $5,134+47.8% | $4,645+63.3% |