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 | $53,800 | $49,915+7.8% | $154,803-65.2% | $74,304-27.6% |
| Participation rate | 30.6% | 54.0%-23.3pp | 78.1%-47.4pp | 60.3%-29.7pp |
| Annual return | 15.87% | 34.06%-18.2pp | 58.88%-43.0pp | 29.43%-13.6pp |
| Employer contribution / active EE | $473 | $1,611-70.6% | $4,305-89.0% | $2,241-78.9% |
| Participant deferral / active EE | $820 | $2,255-63.6% | $5,540-85.2% | $3,767-78.2% |
| Admin fee / account holder | $5,473 | $2,189+150.0% | $14,329-61.8% | $2,969+84.3% |