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 | $44,404 | $47,848-7.2% | $81,478-45.5% | $70,131-36.7% |
| Participation rate | 31.0% | 58.3%-27.2pp | 68.0%-36.9pp | 69.5%-38.5pp |
| Annual return | 15.64% | 27.25%-11.6pp | 38.78%-23.1pp | 73.14%-57.5pp |
| Employer contribution / active EE | $676 | $1,527-55.7% | $2,568-73.7% | $2,342-71.1% |
| Participant deferral / active EE | $1,681 | $2,453-31.5% | $3,537-52.5% | $3,332-49.5% |
| Admin fee / account holder | $2,684 | $3,145-14.7% | $4,561-41.2% | $4,645-42.2% |