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 | $45,599 | $48,795-6.5% | $65,493-30.4% | $84,808-46.2% |
| Participation rate | 51.2% | 67.0%-15.8pp | 73.1%-21.9pp | 68.3%-17.1pp |
| Annual return | 21.26% | 20.20%+1.1pp | 982.45%-961.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $446 | $1,930-76.9% | $2,574-82.7% | $2,631-83.1% |
| Participant deferral / active EE | $2,181 | $2,928-25.5% | $3,961-44.9% | $4,212-48.2% |
| Admin fee / account holder | $361 | $3,877-90.7% | $5,028-92.8% | $7,344-95.1% |