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 | $45,131 | $72,492-37.7% | $87,100-48.2% | $72,985-38.2% |
| Participation rate | 36.2% | 72.8%-36.6pp | 76.9%-40.7pp | 69.5%-33.3pp |
| Annual return | 29.32% | 24.46%+4.9pp | 28.19%+1.1pp | 81.00%-51.7pp |
| Employer contribution / active EE | $967 | $1,894-49.0% | $2,521-61.7% | $2,440-60.4% |
| Participant deferral / active EE | $1,797 | $3,270-45.0% | $4,049-55.6% | $3,607-50.2% |
| Admin fee / account holder | $14,312 | $5,055+183.1% | $7,497+90.9% | $5,124+179.3% |