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 | $44,669 | $56,110-20.4% | $94,993-53.0% | $70,131-36.3% |
| Participation rate | 45.1% | 65.0%-19.9pp | 73.9%-28.8pp | 69.5%-24.4pp |
| Annual return | 16.67% | 51.02%-34.4pp | 27.12%-10.5pp | 73.14%-56.5pp |
| Employer contribution / active EE | $344 | $1,442-76.1% | $2,603-86.8% | $2,342-85.3% |
| Participant deferral / active EE | $2,445 | $2,391+2.2% | $3,317-26.3% | $3,332-26.6% |
| Admin fee / account holder | $739 | $3,456-78.6% | $4,960-85.1% | $4,645-84.1% |