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 | $46,487 | $43,723+6.3% | $121,196-61.6% | $64,186-27.6% |
| Participation rate | 52.2% | 58.3%-6.1pp | 71.7%-19.6pp | 69.6%-17.4pp |
| Annual return | 54.66% | 68.91%-14.3pp | 16.93%+37.7pp | 7.63%+47.0pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,327 | $2,280+2.1% | $3,344-30.4% | $3,470-32.9% |
| Admin fee / account holder | $2,369 | $3,501-32.3% | $5,019-52.8% | $4,888-51.5% |