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 | $47,808 | $42,886+11.5% | $88,946-46.2% | $85,563-44.1% |
| Participation rate | 27.7% | 37.9%-10.2pp | 68.8%-41.1pp | 66.0%-38.2pp |
| Annual return | 15.72% | 44.56%-28.8pp | 57.82%-42.1pp | 31.51%-15.8pp |
| Employer contribution / active EE | $645 | $1,147-43.8% | $2,555-74.7% | $2,654-75.7% |
| Participant deferral / active EE | $1,484 | $2,108-29.6% | $4,581-67.6% | $4,375-66.1% |
| Admin fee / account holder | $5,928 | $2,263+161.9% | $8,261-28.2% | $834+610.6% |