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 | $41,675 | $81,248-48.7% | $155,509-73.2% | $80,856-48.5% |
| Participation rate | 49.1% | 66.2%-17.2pp | 78.2%-29.1pp | 67.6%-18.6pp |
| Annual return | 12.27% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,009 | $3,100-67.5% | $4,672-78.4% | $2,755-63.4% |
| Participant deferral / active EE | $1,881 | $3,452-45.5% | $5,626-66.6% | $4,296-56.2% |
| Admin fee / account holder | $4,603 | $7,997-42.4% | $15,912-71.1% | $6,918-33.5% |