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 | $33,314 | $46,869-28.9% | $122,332-72.8% | $70,131-52.5% |
| Participation rate | 47.5% | 58.2%-10.7pp | 71.6%-24.1pp | 69.5%-22.0pp |
| Annual return | 17.23% | 24.22%-7.0pp | 30.27%-13.0pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,351 | $1,288+4.9% | $4,050-66.7% | $2,342-42.3% |
| Participant deferral / active EE | $2,412 | $2,166+11.3% | $3,287-26.6% | $3,332-27.6% |
| Admin fee / account holder | $1,090 | $3,322-67.2% | $5,478-80.1% | $4,645-76.5% |