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 | $46,102 | $54,541-15.5% | $78,778-41.5% | $70,131-34.3% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 15.05% | 21.07%-6.0pp | 35.62%-20.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $365 | $1,089-66.4% | $1,986-81.6% | $2,342-84.4% |
| Participant deferral / active EE | $1,528 | $2,210-30.9% | $2,958-48.4% | $3,332-54.2% |
| Admin fee / account holder | $6,017 | $3,709+62.3% | $5,134+17.2% | $4,645+29.5% |