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 | $46,902 | $45,073+4.1% | $69,455-32.5% | $72,985-35.7% |
| Participation rate | 45.7% | 68.5%-22.8pp | 74.6%-28.9pp | 69.5%-23.8pp |
| Annual return | 5.98% | 22.65%-16.7pp | 28.97%-23.0pp | 81.00%-75.0pp |
| Employer contribution / active EE | $855 | $2,054-58.4% | $2,779-69.3% | $2,440-65.0% |
| Participant deferral / active EE | $1,585 | $2,602-39.1% | $3,535-55.2% | $3,607-56.1% |
| Admin fee / account holder | $1,254 | $3,056-59.0% | $3,839-67.3% | $5,124-75.5% |