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 | $44,369 | $95,803-53.7% | $113,168-60.8% | $84,808-47.7% |
| Participation rate | 34.2% | 72.9%-38.7pp | 76.6%-42.4pp | 68.3%-34.1pp |
| Annual return | 13.21% | 25.00%-11.8pp | 24.27%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $966 | $2,360-59.1% | $2,975-67.5% | $2,631-63.3% |
| Participant deferral / active EE | $2,196 | $4,242-48.2% | $5,107-57.0% | $4,212-47.9% |
| Admin fee / account holder | $13,296 | $8,989+47.9% | $12,068+10.2% | $7,344+81.1% |