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 | $45,814 | $49,915-8.2% | $154,803-70.4% | $74,304-38.3% |
| Participation rate | 44.0% | 54.0%-10.0pp | 78.1%-34.1pp | 60.3%-16.4pp |
| Annual return | 15.41% | 34.06%-18.7pp | 58.88%-43.5pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,181 | $1,611-26.7% | $4,305-72.6% | $2,241-47.3% |
| Participant deferral / active EE | $2,325 | $2,255+3.1% | $5,540-58.0% | $3,767-38.3% |
| Admin fee / account holder | $8,259 | $2,189+277.3% | $14,329-42.4% | $2,969+178.2% |