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 | $44,245 | $57,016-22.4% | $84,966-47.9% | $80,856-45.3% |
| Participation rate | 39.4% | 56.3%-17.0pp | 67.5%-28.1pp | 67.6%-28.2pp |
| Annual return | 14.20% | 21.66%-7.5pp | 66.38%-52.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,498 | $1,798-16.7% | $2,727-45.1% | $2,755-45.6% |
| Participant deferral / active EE | $2,302 | $3,110-26.0% | $4,519-49.1% | $4,296-46.4% |
| Admin fee / account holder | $1,085 | $4,980-78.2% | $6,149-82.4% | $6,918-84.3% |