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 | $48,175 | $58,512-17.7% | $84,015-42.7% | $72,985-34.0% |
| Participation rate | 28.2% | 61.2%-33.0pp | 69.0%-40.8pp | 69.5%-41.3pp |
| Annual return | 22.76% | 28.93%-6.2pp | 71.31%-48.5pp | 81.00%-58.2pp |
| Employer contribution / active EE | $608 | $1,163-47.7% | $1,983-69.4% | $2,440-75.1% |
| Participant deferral / active EE | $1,862 | $2,394-22.2% | $3,239-42.5% | $3,607-48.4% |
| Admin fee / account holder | $1,433 | $4,569-68.6% | $6,101-76.5% | $5,124-72.0% |