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 | $53,891 | $65,365-17.6% | $92,893-42.0% | $72,985-26.2% |
| Participation rate | 19.4% | 68.3%-49.0pp | 76.0%-56.7pp | 69.5%-50.1pp |
| Annual return | 20.15% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $719 | $2,594-72.3% | $3,653-80.3% | $2,440-70.5% |
| Participant deferral / active EE | $2,127 | $3,128-32.0% | $4,236-49.8% | $3,607-41.0% |
| Admin fee / account holder | $4,950 | $4,251+16.4% | $5,794-14.6% | $5,124-3.4% |