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 | $44,075 | $57,541-23.4% | $95,745-54.0% | $75,163-41.4% |
| Participation rate | 56.0% | 62.5%-6.6pp | 72.3%-16.3pp | 67.2%-11.2pp |
| Annual return | 16.09% | 34.93%-18.8pp | 28.35%-12.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,158 | $1,808-36.0% | $2,835-59.2% | $2,670-56.6% |
| Participant deferral / active EE | $2,642 | $3,074-14.1% | $4,245-37.8% | $4,125-36.0% |
| Admin fee / account holder | $458 | $4,099-88.8% | $5,678-91.9% | $5,651-91.9% |