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 | $44,286 | $58,512-24.3% | $84,015-47.3% | $72,985-39.3% |
| Participation rate | 54.4% | 61.2%-6.8pp | 69.0%-14.6pp | 69.5%-15.1pp |
| Annual return | 21.33% | 28.93%-7.6pp | 71.31%-50.0pp | 81.00%-59.7pp |
| Employer contribution / active EE | $685 | $1,163-41.1% | $1,983-65.5% | $2,440-71.9% |
| Participant deferral / active EE | $2,084 | $2,394-12.9% | $3,239-35.6% | $3,607-42.2% |
| Admin fee / account holder | $861 | $4,569-81.2% | $6,101-85.9% | $5,124-83.2% |