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 | $54,927 | $58,512-6.1% | $84,015-34.6% | $72,985-24.7% |
| Participation rate | 47.5% | 61.2%-13.7pp | 69.0%-21.5pp | 69.5%-21.9pp |
| Annual return | 22.90% | 28.93%-6.0pp | 71.31%-48.4pp | 81.00%-58.1pp |
| Employer contribution / active EE | $441 | $1,163-62.1% | $1,983-77.8% | $2,440-81.9% |
| Participant deferral / active EE | $3,342 | $2,394+39.6% | $3,239+3.2% | $3,607-7.3% |
| Admin fee / account holder | $6,176 | $4,569+35.2% | $6,101+1.2% | $5,124+20.5% |