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 | $46,101 | $41,377+11.4% | $109,313-57.8% | $62,891-26.7% |
| Participation rate | 56.3% | 57.5%-1.3pp | 71.3%-15.0pp | 69.3%-13.1pp |
| Annual return | 5.55% | 11.05%-5.5pp | 22.07%-16.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $409 | $1,276-68.0% | $3,892-89.5% | $2,281-82.1% |
| Participant deferral / active EE | $1,991 | $2,045-2.6% | $3,166-37.1% | $3,203-37.8% |
| Admin fee / account holder | $941 | $2,884-67.4% | $5,666-83.4% | $4,296-78.1% |