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 | $49,446 | $48,046+2.9% | $84,611-41.6% | $72,985-32.3% |
| Participation rate | 37.1% | 57.6%-20.4pp | 68.2%-31.1pp | 69.5%-32.3pp |
| Annual return | 23.74% | 37.38%-13.6pp | 258.74%-235.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $990 | $1,602-38.2% | $2,652-62.7% | $2,440-59.4% |
| Participant deferral / active EE | $1,193 | $2,680-55.5% | $3,899-69.4% | $3,607-66.9% |
| Admin fee / account holder | $1,827 | $3,395-46.2% | $4,912-62.8% | $5,124-64.4% |