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 | $45,327 | $78,705-42.4% | $117,854-61.5% | $70,131-35.4% |
| Participation rate | 60.0% | 73.2%-13.2pp | 79.7%-19.7pp | 69.5%-9.5pp |
| Annual return | 15.47% | 23.30%-7.8pp | 335.08%-319.6pp | 73.14%-57.7pp |
| Employer contribution / active EE | $689 | $2,223-69.0% | $3,786-81.8% | $2,342-70.6% |
| Participant deferral / active EE | $2,652 | $3,297-19.6% | $4,482-40.8% | $3,332-20.4% |
| Admin fee / account holder | $1,104 | $5,065-78.2% | $8,020-86.2% | $4,645-76.2% |