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 | $38,336 | $53,777-28.7% | $134,143-71.4% | $79,858-52.0% |
| Participation rate | 47.4% | 58.8%-11.4pp | 72.2%-24.8pp | 69.6%-22.3pp |
| Annual return | 25.12% | 19.01%+6.1pp | 36.33%-11.2pp | 31.71%-6.6pp |
| Employer contribution / active EE | $585 | $1,321-55.8% | $3,704-84.2% | $2,471-76.3% |
| Participant deferral / active EE | $1,817 | $2,420-24.9% | $3,499-48.1% | $3,740-51.4% |
| Admin fee / account holder | $2,394 | $3,984-39.9% | $6,684-64.2% | $5,306-54.9% |