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 | $44,090 | $54,705-19.4% | $71,209-38.1% | $84,808-48.0% |
| Participation rate | 54.7% | 64.1%-9.4pp | 73.8%-19.1pp | 68.3%-13.6pp |
| Annual return | 13.91% | 35.90%-22.0pp | 282.51%-268.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $439 | $2,158-79.7% | $2,721-83.9% | $2,631-83.3% |
| Participant deferral / active EE | $4,132 | $3,030+36.3% | $4,175-1.0% | $4,212-1.9% |
| Admin fee / account holder | $4,283 | $4,863-11.9% | $5,349-19.9% | $7,344-41.7% |